Recurring Tasks

Recurring tasks are tasks that need to be performed on a regular basis, such as daily, weekly, or monthly. Instead of manually creating a new task each time, recurring tasks allow users to create a single task that will automatically generate new instances of itself at a set interval.

Recurring tasks are useful for tasks that are repetitive or have a predictable schedule. Examples include reviewing inventory on a monthly basis, sending out a weekly status report, or scheduling a daily meeting.

Anyone who needs to perform tasks on a regular basis can benefit from using a recurring tasks feature. This includes individuals, teams, and organizations of all sizes across various industries. For example, a marketing team may use recurring tasks to schedule regular social media posts, while a manufacturing plant may use recurring tasks to schedule weekly equipment maintenance.

By automating the creation of these tasks, users can save time and reduce the risk of forgetting to create them.

How to set a Recurring Task

• First you need to create a new task, the same way you would a regular task.
• Then, click on the new task to enter into the task details modal.
• On the right-hand menu, you’ll see a dropdown menu with the default label ‘Does not repeat’ next to ‘Repeat’.
• Click on this dropdown menu to bring up a recurring cadence menu. You’ll see some default cadence options for your recurring task. Choosing one of these options will repeat the creation of this task on that listed cadence. If you want to set a custom recurring cadence, click ‘Custom...’.

The custom cadence menu allows you to repeat a task on a cadence that you set. The first dropdown option provides cadence options of day, week, month, or year.

Setting a task to repeat on a day, week, month, or year cadence requires:

• The day, week, month, or year cadence pattern
• The time of day in which the task will repeat (with timezone specification).
• When this task should cease to repeat.
• For monthly cadence, choose if the task should repeat on a specific day of the month or on a certain day and count of the week for each month.

Press ‘save’ once you’ve configured the cadence correctly.

Once you’ve saved the cadence of your recurring task, the task will repeat on that set time and day. The cadence is displayed in the task details modal next to the ‘Repeat’ row on the right-hand side menu.

Note: Your admin has to enable this option, so if you don't see it, get in touch with them.

Are you an admin? See how to enable and set up recurring tasks in your Modules, in this article.