You've asked for it and now it's here - repeating cards 🙌

Instead of creating the same card every week, month or year, create a repeating card automation that triggers for when you want it!

In this article, you'll learn:

  • How to Create Repeating Cards
  • How to Edit Repeating Cards
  • How to Remove Repeating Cards
  • Specifications of Repeating Cards

How to Create Repeating Cards

  1. From a board, find the card you wish to use as the Repeating Card template
  2. From the card, you can either...
    ▪️ Select the 3 vertical dots in the bottom right hand corner of the card (Board View)
    ▪️ Select the 3 horizontal dots under the Add Field + button (List/Group View)
    ▪️ OR select the 3 vertical dots in the Card View
  3. Select Repeat Card and a box should appear allowing you to customize the details of the repeating card

4. Schedule for Weekly, Monthly or Yearly repeats.

5. Select the Time and Day(s) you wish to have the card repeat.

6. Select the Stage that the card should be triggered in and the Due Date of the
card.

7. Click Save!


How to Edit 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 Edit button
  4. The automation information should appear and any edits or adjustments can be made within this screen
  5. Click Save!

💡 You can review the original Card that helped create the Repeating Card Template by clicking on Template Card

🚨 If any adjustments are made to the original Card, the adjustments will then be carried out on the Repeating Cards


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.

Specifications of Repeating Cards

  • If the Card that served as the Repeating Card Template is Deleted, the automation recurrence will be deleted as well
  • A banner message will appear within the first Stage of a board to show that an automation for repeating cards is occurring within the board
  • You can view the original Card from the banner message, simply select View

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