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You can use repeating records in Blue to automate repetitive tasks so you do not have to manually recreate the same record every time. This is useful for scheduled work such as maintenance checks or recurring work. Recurring records follow the same structure by automatically carrying over checklists and custom field data.

Creating Repeating records

To set up a repeating record you open the record you want to repeat and click on the ••• menu and then repeat:

You are then presented with the following options:

Repeat Intervals

You can choose from:

• Daily
• Weekly
• Monthly
• Yearly

Or, create a custom repeating schedule that gives you significantly more flexibility and customisation options:

Here you can choose:

• Starting from: Choose the precise date that the record should start repeating from.
• Repeat every: Choose if the record should repeat daily, weekly, monthly, or yearly.
• End Condition: Choose if the record should repeat indefinitely, or end after a certain date or number of repetitions.

Copy Options

When a repeating task gets recreated, you can choose what data gets copied over from the original task:

• Assignees
• Tags
• Custom fields
• Checklists
• Comments
• Description

You are also able to choose which list the record should repeat in. Right now, we only support repeating records within the same project, not across projects.

Active Repeating Records

For any records that are repeating, these will show the repeat symbol on the record card in Board View:

And also within the individual record:

Stopping the Repeat

To stop a record from repeating:

1. Open the original recurring record
2. Click the repeat icon
3. Select the "Stop Repeating" option

This will prevent any further recurring tasks from being created.