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Let’s assign responsibility to Dana, a sales rep. In that menu, you’ll find the option to set the checklist to recur in weekly intervals. Hit ‘More’ then choose ‘Schedule a checklist’. I’m going to use our weekly sales prospecting checklist as an example to show you how to set it to run once per week, and assign and notify a member of your sales team automatically. To set up a weekly recurring checklist, first find a checklist you need to complete once per week. In Process Street, checklists are built from tasks and scheduled to recur either on a date/time, when an action happens in another app, or when a member of your team runs a checklist. We built Process Street specifically to handle recurring tasks, so there are a lot of features here to support the use case. In this article, I’m going to explain three ways to set up recurring tasks with three different free apps. When you’ve got tasks triggering off of due dates, you’re taking a step away from relying on memory, post-it notes, and the perfect circumstances. Recurring tasks are part of setting your business on autopilot. Time spent on admin work really racks up, and the longer you do it the more likely you are to trip up either by it becoming normal to overlook it, or just human error. Well, when you’ve got a piece of software to create a new task, add a due date, assign and notify the assignee, that’s 4 jobs you don’t have to worry about any more for every task you set up. Why you should always set up recurring tasksĪny task that will repeat should always be set to recur, whichever method below you use. Managing recurring tasks in those kinds of ways isn’t ideal and it has got the job done for businesses of the past, but there are smarter ways that help you conserve brain energy, organize your team’s work effectively and make sure you’re on top of deadlines.Īfter all, your team all trying to remember what they’ve got to do on Monday morning is enough to get them crawling back to bed with a headache. Traditionally, this would be managed with a calendar, Outlook, or the shaky memory of whoever’s turn it is to remind the group. They’re the duties in your team that you know you’re going to have to do regularly: That’s because recurring tasks make up the most important core set of activities. Removing the due date on a task removes the recurrence and the series is discontinued.Forgetting about your company’s recurring tasks is dangerous, and can put your business in an awkward position if it happens too often. Tasks with planned due dates preceding that date will not be created. If you change the due date of a task in a repeat series, the original recurrence pattern continues for all tasks planned to be due after that date. The next instance in the recurring series is created only after the preceding instance has been marked as complete. Otherwise, the repeat is based on the current date. If the initial task has a start date set, but no due date, recurrence will be based on the start date.
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Repeat will be based on the initial task's due date timing. Explore and select from a range of options, including Day/Week/Month/Year, specific Weekdays, specific Month date, Yearly due date, etc. Optionally select Custom to open the Custom repeat pane. Select the adjacent Repeat field to open the Repeat menu and choose a recurrence interval: Daily, Weekdays (M-F), Weekly, Monthly or Yearly. Set task timing parameters using the Start date and Due date fields. In Board view, select the task card to view its Details panel. You can easily set up automatic repeat for daily, weekly, or monthly recurrence – and many other interval options – with custom repeat settings. Planner makes it easy to manage recurring tasks for your team.