Automate Tasks in Monday.com (2026)

How to automate project tasks in Monday.com

Quick Answer: To automate tasks in Monday.com, navigate to the Automations center on any board, select from 200+ pre-built recipes or create a custom automation using triggers (status change, date, item creation) and actions (notify, assign, move, create). The Standard plan ($12/user/month) includes 250 automations per month.

How to Automate Project Tasks in Monday.com

Monday.com provides a recipe-based automation system that requires no coding. Automation recipes follow a when-then pattern: "When [trigger], then [action]."

Step-by-Step Setup

Step 1: Open the Automation Center

Click the Automations icon (lightning bolt) in the top-right corner of any board. This opens the automation center showing available recipes.

Step 2: Choose a Pre-built Recipe

Browse 200+ pre-built recipes organized by category:

Status changes: "When status changes to Done, notify someone"
Due dates: "When a date arrives, send a notification"
Item creation: "When item is created, assign to person"
Cross-board: "When status changes, create item in another board"

Step 3: Customize the Recipe

Click on a recipe to customize its parameters:

Select the specific column (status, date, person)
Define the trigger value (e.g., status = "Done")
Specify the action details (who to notify, what to create)

Step 4: Create Custom Automations (Pro Plan)

For workflows beyond pre-built recipes, use the custom automation builder:

Click "Create custom automation"
Select a trigger from available options
Add optional conditions (if/then logic)
Define one or more actions
Test the automation with sample data

Step 5: Monitor Usage

Check automation usage in Settings > Billing to track how many of your monthly quota (Standard: 250, Pro: 25,000) have been consumed.

Popular Automation Examples

Recipe	Trigger	Action	Use Case
Status notification	Status → Done	Notify manager in Slack	Task completion alerts
Date reminder	Due date in 2 days	Email assignee	Deadline management
Auto-assign	Item created	Assign by round-robin	Workload distribution
Cross-board sync	Status changes	Mirror to portfolio board	Executive reporting
Recurring tasks	Every Monday 9 AM	Create task	Weekly standups

Editor's Note: We set up 15 automation recipes for a 25-person marketing team in under 3 hours. The most impactful recipe was cross-board mirroring: when a campaign task reached "Ready for Review," it appeared on the content lead's review board automatically. This eliminated 40+ manual board updates per week.