Recurring cards

Estimated Reading Time: 5 minutes

The Recurring Cards feature simplifies the management of routine tasks and projects by automating their creation. Whether it's weekly reports, monthly maintenance, or any task that happens on a regular schedule, recurring cards save time and ensure consistency.

Watch this video to learn how Operations Center helps teams automate repetitive work.

Create a recurring card from calendar view

Click the + Create button at the top right. In the popup, click on the Recurrency field.

Next, select the start date for the recurring card, choose a pattern (daily, weekly, monthly, or yearly), and set the time. Then, specify the end date until which the card should be repeatedly created. If no end date is set, the card will continue to be created indefinitely based on the chosen pattern.

Create a recurring card from board settings

Feature Note Box

This feature is available to:

Board admins

Click here to read about our roles and permission.

Board admins can access the + Create New button under Recurring Cards in the Automation tab within Board Settings to create new recurrences. Additionally, they can edit, archive, or remove a recurring card.

Edit, archive, remove recurring cards

Editing a recurrence allows board admins to modify the pattern and other details on the card. Everything from the title and description to fields like the due date and recurrence settings can be adjusted. Additionally, recurring cards can be archived or removed inside this tab.

Unarchive and restore a recurring card

To view and modify an archived or removed recurrence, click More Filters, access the Active State filter, and check the box for Archived and/or Removed. This will display all archived or removed recurring cards, allowing you to unarchive or restore them as needed.

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