How to Manage Recurring Tasks
Recurring tasks automatically create task copies on a schedule. Use them for routine work that needs to be done regularly.
Creating a Recurring Task
Navigate to Recurring Tasks in the sidebar and click "New Recurring Task".
- Title: The task name (new tasks will use this title).
- Description: What needs to be done each time.
- Frequency: How often (daily, weekly, monthly).
- Assigned To: Team member to assign each occurrence to.
- Priority: Default priority for generated tasks.
- Client/Project (optional): Association for each generated task.
How It Works
At each interval, a new task is automatically created with the specified details. The task appears in the Tasks list and on the calendar.
Managing Recurring Tasks
- Edit: Update the template for future occurrences.
- Pause/Resume: Temporarily stop generating new tasks.
- Delete: Remove the schedule (existing tasks remain).
Tip:
Great for routine work like weekly client check-ins, monthly reports, or daily stand-up reminders.