When working on projects or operations, it is common to have cards that repeat every specific period of time. You could use it in these cases:
Meetings every monday
Status report every 30th day of the month
Payments every 5th day of the month
To add all these recurring cards to your board, instead of creating them or copying individually, you may set them to repeat.
In this example, we have a weekly meeting that should happen every Monday. To learn how to repeat them, follow these steps:
Create and set card to be repeated
Add a card that will be duplicated when conditions are met. Then, click the card to open it, then click Actions and repeat
Repeat card settings
A dialog box will appear in which you can set the parameters for the recurrence. You can set:
When should the card be repeated
Repeat type: weekly or monthly
Repeat on: Days of the week for weekly of day of the month for monthly
At: Time that triggers the repetition
Timezone: region of the globe of the time
Where should the card be created
Select board: Board in which repeated cards will be created
Select list: List in which repeated cards will be created
How should the due date be updated
Due date: End date and time of the repeated cards. It can be set as:
Clear: no due dates
Same as original card: the due date will be the same as the card it was copied from
Day of repeat: Same day as when the repeat trigger was activated
Next day of the week: will set the due date to next week
New cards will be created automatically
When the selected time comes, a new card will be created from the original one. In the previous example, there will be a "Weekly review" every Monday and Thursday at 9:00 AM (New York time zone).
Questions, issues and feedback
If the steps above weren't clear or if you followed them and couldn't get anything done, please reach out to us using the chat button at the lower right corner of this page.