Access
- Click the Board Settings icon in the top/right navigation.
- Click Templates & Recurrence from the left side list of settings under the Card section.
Use
In order to create a recurring card, you must first create a card template. Enable recurrence on that card template. The card template holds all information needed to create the card content. To select the exact recurrence for a card, you must follow the instructions below.
Click the Edit icon (as shown below)
On the card template edit screen, if you don’t have the Recurring Cards add-on enabled on this board, then you will see under the Recurrence tab instructions to enable this add-on.
If the Recurring Cards add-on is enabled, the recurrence tab is visible and you can customize the recurrence needed by selecting weekly, monthly or yearly.
Daily & Weekly Recurrence
The weekly option lets you create a daily or weekly recurrence on single, multiple or all days of a week. You can also choose a weekly frequency with a specific time for the card to be added on the board.
Monthly Recurrence
Monthly recurrence provides you with two options. If you choose “On Date”, you can select one or more dates. If you select “By Week” you can select a specific week and day of the week. These options provide the flexibility to set up exactly what you need.
Yearly Recurrence
The yearly option lets you set a yearly frequency and select one or more days during that year to create a recurring card.
When the recurrence logic on a card template is set to execute, your new recurring card will show on this board. Board members will not notice much differences between a recurring card and a card created manually.
From the list of card templates, you can manage your existing card template for this board. In the screenshot below we show you the 2 possible recurrence states:
The recurring arrow on the left…
- The bold grey arrow signals that this card template has a recurrence.
- The faded grey arrow signals that this card template does not have a recurrence.
Next to Recurrence, you can see whether Automations are active or inactive. Then there is the Template name and Template ID (which can be shown or hidden with a toggle). To the right of that is the date of when the Card Template was last edited.
The check boxes next to the Last Edited lets you choose to display (or not) a card template under the “+ Card” for your board members. A good reason to set this toggle OFF is if you created a card template strictly for creating a recurring card and you don’t want this specific template to be used by your board members when creating a new card.
Lastly there is a pencil icon for editing the templates & recurrence as mentioned above, a trash can icon to delete, and grip icon to move the order of the template in the list.