Scheduled Boards

Scheduled Boards let you automate the creation of new Stackr project boards on a recurring basis. Instead of manually spinning up a board every time a routine process kicks off, you set it up once — pick a template, choose a recurrence, assign a project manager — and Metadot creates fresh boards for you on schedule. This is ideal for repeatable workflows like onboarding, maintenance rounds, or any process that happens on a predictable cadence.

How to create a scheduled board

1. Go to Stackr → Scheduled in your workspace.
2. Click New Schedule.
3. Select a template to base the recurring board on — this defines the columns and starter cards each new board will use.
4. Choose whether to copy cards from the template or start each new board empty.
5. Set the recurrence using the recurrence picker (e.g., weekly, monthly, or a custom pattern).
6. Assign a project manager for the boards this schedule creates — search and select from your workspace members.
7. Review the schedule summary, then click Create Schedule.
8. Your new schedule appears in the list, showing its recurrence description and next run date.

Managing existing schedules

• Use the Pause/Resume toggle to temporarily stop a schedule without deleting it.
• Click the pencil (edit) icon to update the recurrence, template, or assigned manager.
• Use Grant Manager Access to give someone permission to manage the schedule itself (not just the boards it creates).

In practice

Priya, an IT manager, runs laptop refresh and onboarding/offboarding rollouts every month as new hires join. She creates a scheduled board from her "Device Provisioning" template, set to recur on the 1st of every month, with copy-cards enabled so the checklist tasks are pre-populated. Each month, a fresh board appears automatically — no more copy-pasting old boards or forgetting a step.

Marcus, a facilities manager at a K-12 district, needs recurring maintenance sweeps across five school buildings. He sets up a schedule using his "Building Maintenance Checklist" template, recurring biweekly, and assigns it to his lead custodian as project manager — ensuring the right person is notified each cycle without Marcus lifting a finger.

Tips

• Use copy cards when the same checklist items apply every cycle — it saves your team from rebuilding tasks from scratch.
• Pause a schedule instead of deleting it if a process is temporarily on hold (like during summer break or a hiring freeze).
• Double-check the assigned project manager after editing a schedule — it determines who owns each newly created board.