Recurring Tasks

Automate repetitive work by creating tasks that repeat on a schedule. Recurring tasks are automatically generated so nothing falls through the cracks.

Creating a Recurring Task

1. Go to Tasks and click Add Task.
2. Fill in the task details as usual (title, priority, assignee).
3. Toggle Recurring on.
4. Choose a frequency:
   • Daily — a new task every day
   • Weekly — a new task every week on a specific day
   • Biweekly — a new task every two weeks
   • Monthly — a new task on a specific day each month
   • Quarterly — a new task every three months
5. Click Save.

How Recurring Tasks Work

When a recurring task is created, the system automatically generates the next occurrence based on the frequency you set. Each generated task is a standalone task that can be completed, reassigned, or modified independently.

New occurrences are generated automatically — you don’t need to manually create each one.

Auto-Assignment

Recurring tasks keep the same assignee for each occurrence. If you assigned the original task to a team member, every generated task will also be assigned to them.

To change the assignee for future occurrences, edit the recurring task template.

Examples

Common uses for recurring tasks:

• Weekly equipment inspection — check mowers and trimmers every Monday
• Monthly supply ordering — restock materials on the 1st of each month
• Daily shop cleanup — end-of-day cleanup every workday
• Quarterly vehicle maintenance — oil changes and inspections every 3 months

Managing Recurring Tasks

To stop a recurring task from generating new occurrences, open the task and toggle Recurring off. Previously generated tasks are not affected — only future occurrences stop.

To change the frequency, edit the recurring task and select a new schedule.

Related

• Managing Tasks — task creation and management basics
• Schedule — calendar view of all tasks and jobs