How to Manage Recurring Tasks
Recurring tasks automatically create task copies on a schedule — perfect 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.