We customized the automation to notify the entire Sales Team every Monday morning at 9am with the message "Reminder to restock shelves!". We found that our Sales Team was forgetting to restock the shelves in our stores at the beginning of every week, and we don't want our customers to see empty shelves! To fix this problem, we've added this great automation: We can add this Automation for each of the Columns on our board to start each week with a clear board! We then customized how often we want the Column to reset! In the image below, we selected "Weekly" on Mondays at 9 am. In the image below, we've customized our Automation to reset the "Status" Column:
Now, you can customize all of the underlined phrases. That often means that on, we repeat certain actions, use the same notifications, board structure, groups, or even items for a lot of our projects! That's why we want to share a few tips and tricks to create recurring tasks to make your workflow smoother! ?Īt our small soap making company, we keep a "Schedule" board with meetings and tasks that we do on the same day of the week every week.Īt the end of every week, we reset the Status Column so that we can fill them in based on the upcoming week! Instead of doing this manually each week so that we don't forget or get confused, we use an Automation! Check out how we do this hands-free with an Automation recipe!Ĭlick the "Automate" icon to launch the Automations Center:įrom the "Recurring" category in the left panel, choose the Automation "Every time period, clear column". While we may always be innovating and growing at our workplace, sometimes our workflow still follows certain patterns or repetitions.