The repeating feature automates the creation of Aptly cards for repeated tasks, ensuring nothing falls through the cracks. Simply set the schedule on a card and Aptly will automatically make an exact copy of that card on a given date and time.

  • Schedule cards to repeat on a daily, weekly, monthly, or yearly basis.

  • Cards will be copied to a specified list automatically.

  • Use repeating cards in conjunction with sequences to kickoff your recurring workflows.

In this article you will learn how to:

  • Convert any card into a repeating card

  • Identifying cards that are created as a result of repeating schedule

  • Modifying or deleting a card repeating schedule


How to Create a Repeating Card

Identify the card that you'd like to repeat on any board and click the corresponding option from the More menu on the card detail.

Cards can be repeated Weekly, Monthly, or Yearly. Every time the card ‘repeats’, it will be copied to the board you selected. Repeated cards have the following options:

Repeat cards on a weekly basis or have them created after a designated number of weeks (ie. every other week, every three weeks, etc).

Monthly repeating cards can we create on a designated day.

Yearly repeating cards let you manage important year-end or annual tasks.

Repeating card options include:

Repeating Card Options

Description

Schedule

Choose from weekly, monthly, or yearly. Each option will include options for when and the time they will be created.

Repeat Start

Set a card to repeat immediately based on your schedule or at some future date.

Repeat End

Set your card to repeat indefinitely or stop after a certain count or date.

Stage

Designate the stage for which the repeated card should appear.

Due Date

Set an optional due date on your card for when you want it completed.


Identifying Repeating Cards

You can easily identify those cards that are scheduled to repeat from the various views of your Aptly board and the detail of the card.

Board List View

Board Card View

Board Group View


How to Remove Repeating Cards

  1. From the board, select the Board's Setting ⚙️ icon

  2. Go to the Automation section

  3. Find the Repeating Card automation and click the X to remove it completely.


Modifying or Deleting a Card Repeating Schedule

The original card that you used to create the repeating automation serves as a template for all future cards. If the original template card is deleted, the automation recurrence will be deleted as well.

To modify the repeating automation on any card:

  • Click the settings icon in the upper right corner of any board with a repeating card automation.

  • Click the Automations option from the settings menu

  • Click the Edit option from the More menu. Additionally, you can delete the repeating automation from this menu

  • You can click to view the template card or make a modification to the repeating automation. When you are done, click the Save button.


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