Your Trello board can be full of repeating tasks: a weekly report, monthly meeting, daily standup and more. They are important to remember, easy to forget and crucial to miss.
As Trello doesn't offer recurring tasks out of the box, things can get very complicated.
With Planyway power-up for Trello there is no need to manually update dates anymore or use other apps like Trello Card Repeater which duplicates cards on your board and makes it super crowded.
All you need to do is just set the recurrency within a card once and get it on your schedule automatically whenever you want.
How to create a recurring card
You can set how frequently a Trello card will repeat in your calendar.
To make a card repeat:
- Open the card editor in the Planyway calendar or in Trello.
- Click the repetition drop-down list to open it.
- Set how often the card should repeat by choosing the best option from the list.
The list contains several preset recurrences, such as:
- Every day
- Every week on a certain day of the week
- Every month on a certain date
- Every weekday
Additionally, you can create a card with custom recurrence settings.
Choose how often and for how long the card should repeat.
Cards can stop repeating:
- On a certain date
- After a given number of occurrences
Examples of custom recurrence settings:
- Every other week on Tuesday
- The 25th of every month
- Every four days
Some extra tips for you:
- To make a Trello task repeat on a quarterly schedule, choose custom recurrence settings. Then, set the task to repeat every three months.
- To make a task repeat twice a year, choose custom recurrence settings. Then, set the task to repeat every 6 months.
After customizing your recurrence settings, a series of tasks will appear in your Planyway calendar.
How to edit a recurring card
You can edit all events in a series, one event and all subsequent events, or just a single occurrence. To do so, click the recurring card and choose which events in the series you want to edit before making changes.
Each time you change a single task in the series, a new card will be created in Trello. It will reflect all the changes you make: a due date, assigned team member, description, etc.
For example, you may need to add supplemental information to each instance of a recurring card. To do so, choose This card each time you click a recurring task to add a specific description. A new card with this description will be added to Trello. You can create as many exceptions as you need.
How to mark a single instance of a recurring card complete
Right-click the relevant copy of the card in the Planyway calendar and choose Mark as complete.
Then, choose This card in the editing dialog that appears.
This entry will be treated as an exception, so you can mark it complete without affecting other entries.
Important: All exceptions you make are still part of a single recurring Trello card. If you later choose to edit All cards, all exceptions will be removed and replaced with regular entries.
Here are some cases where the recurring task feature can help to free up your time for more important things:
Periodic reports for financial teams
Check and manage all your notifications and reminders in the Planyway notification center