Use recurring tasks in ClickUp

Recurring tasks in ClickUp help you automate repeat work so you never miss important deadlines, recurring meetings, or routine processes. By configuring when and how tasks repeat, you can keep your workspace organized and your team focused on execution instead of manual setup.

This guide explains how recurring schedules work, how to set them up on tasks and templates, and how advanced options control due dates, start dates, and task resets.

How recurring tasks work in ClickUp

A recurring task in ClickUp is a task that automatically repeats based on a schedule you define. When the recurrence is triggered, ClickUp can either update the same task or create a brand new task depending on your reset settings.

Key behaviors to understand include:

Recurrence can be based on dates, status changes, or a special action button.
Recurrence can end after a specified date or a number of occurrences.
Task properties such as due date, start date, and time can be adjusted automatically.
The task can reset, duplicate, or only update certain fields when it recurs.

Set up a basic recurring task in ClickUp

You can add a recurring schedule to almost any task in ClickUp. Start with a task that you want to repeat, such as a weekly report or monthly billing reminder.

Steps to add a recurring schedule

Open a task in ClickUp.
Click the due date field to open the calendar.
Select Set Recurring or the recurring icon.
Choose the recurrence type: daily, weekly, monthly, or custom.
Configure the repeat interval (for example, every week or every 2 months).
Set the end condition: never, after a specific number of occurrences, or on a date.
Save your recurrence settings.

Once saved, the task will follow the schedule you defined. You can edit or remove the recurrence at any time by reopening the due date and adjusting the settings.

ClickUp recurring schedule types

ClickUp supports flexible schedule types so recurring tasks can match your workflow. These options determine when and how often the automation triggers.

Time-based recurring schedules in ClickUp

Time-based schedules automatically trigger on calendar dates.

Daily: Repeat every day or every few days.
Weekly: Repeat on selected days of the week, such as every Monday and Wednesday.
Monthly: Repeat on a specific date or specific weekday pattern, like the first Friday of each month.
Yearly: Repeat annually on a set date.
Custom: Combine intervals and patterns to fit complex requirements.

Status-based recurring schedules in ClickUp

With status-based recurrence, the task repeats when its status changes to a specific value, such as Done or Complete. For example, you can trigger a new task each time the current one is completed.

Open your task.
Set up a recurrence from the due date options.
Select a status-based trigger, such as bfdonebf.
Choose how the task should reset or duplicate when the status is reached.

This is useful for workflows where the next cycle should only start once the previous task is finished.

Action-based recurring schedules in ClickUp

Some ClickUp plans allow recurring tasks to be triggered by clicking a task button. This method gives you manual control over when a new recurring cycle starts while still automating the task creation and date adjustments.

Control dates for recurring tasks in ClickUp

When a task recurs, you control how its dates are set. ClickUp offers options for due dates, start dates, and time so recurring tasks stay aligned with each new cycle.

Recurring due date options

When configuring recurrence, choose how the new due date should behave:

Same day pattern: Keep the same relative schedule, such as every Monday.
Fixed interval: Move the due date forward a set number of days or weeks.
Exact date: Use a specific date for each occurrence if you are planning in advance.

Recurring start dates in ClickUp

If your task has a start date, you can configure how it shifts with each recurrence.

Maintain the same duration between start and due dates.
Shift only the due date while keeping the start date unchanged.
Adjust both dates according to the recurrence interval.

This helps keep multi-day tasks properly scheduled for each cycle.

Time settings for recurring tasks

For tasks that include specific times, ClickUp can copy or shift time values when the task recurs. You can:

Keep the same time of day, such as 10:00 AM for weekly meetings.
Adjust time relative to the new date if your workflow requires it.

Reset and duplication behavior in ClickUp recurring tasks

Recurring tasks in ClickUp can either reset the existing task or create a new one. This behavior is defined in your recurrence settings.

Resetting the same task

Resetting keeps a single task and updates it each time the recurrence triggers. You can configure which fields reset, such as:

Status returning to an initial state like Open or To Do.
Clearing assignees or keeping them the same.
Resetting checklist items to unchecked.
Adjusting dates for the next cycle.

Use this option if you prefer one continuous task that cycles repeatedly.

Creating new tasks on recurrence

Alternatively, ClickUp can create a new task each time the schedule triggers. The new task is based on the current task properties or an associated template.

Common reasons to create new tasks include:

Maintaining separate history and comments for each cycle.
Reporting on each occurrence independently.
Archiving old tasks while still repeating the workflow.

Use ClickUp templates with recurring tasks

Task templates in ClickUp can be combined with recurrence so every new cycle follows a consistent structure. When a recurrence creates a new task, you can select a template to apply.

A template can include:

Predefined subtasks and checklists.
Custom fields, priorities, and tags.
Default assignees and watchers.
Standard descriptions and attachments.

This makes it easy to standardize recurring processes such as onboarding steps, content production, or monthly financial workflows.

Pause, edit, or remove recurring tasks in ClickUp

You may need to adjust a schedule as your team evolves. Managing an existing recurring task in ClickUp is straightforward.

Edit recurring settings

Open the task.
Click the due date field.
Adjust the recurrence type, interval, or end condition.
Save your changes.

Pause or stop recurrence

To pause or stop a recurring task, open the same recurrence menu and disable or remove the schedule. The task will remain in your workspace, but no further automatic repeats will occur.

Best practices for recurring tasks in ClickUp

To get the most value from recurring tasks in ClickUp, follow these tips:

Use clear task names that indicate the cycle, such as bfreview weekly metricsbf.
Combine recurrence with templates for complex, repeatable workflows.
Choose status-based recurrence when work should not repeat until the current cycle is done.
Use new tasks for items where you need historical data and reporting per cycle.
Review upcoming recurring tasks regularly to ensure schedules are still accurate.

Learn more about ClickUp recurring tasks

For detailed reference on every available option, including plan-level differences and advanced behaviors, review the official documentation on how to use recurring tasks in ClickUp.

If you need help optimizing processes, automation, and documentation strategy around ClickUp and other tools, you can find expert consulting resources at Consultevo.

By setting up well-structured recurring tasks in ClickUp and combining them with templates, custom fields, and flexible date settings, your team can automate routine work and focus on the high-value tasks that move projects forward.

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