Recurring Tasks

Recurring tasks allow you to automatically create tasks on a schedule. Instead of manually creating the same task every day, week, or month, you define a rule once and the system generates the tasks for you. This is useful for daily checklists, weekly reports, monthly reviews, and other repeatable work.

Who Can Create Recurring Tasks

Only Admins and Owners can create and manage recurring task rules. If you have this permission, you'll see the recurring tasks option in the task settings or management area.

Setting Up a Recurring Task Rule

When creating a recurring task rule, you define:

• Title — The title that each generated task will have.
• Description — Optional description for the tasks.
• Priority — Urgent, High, Medium, or Low.
• Assignees — Who should be assigned to each created task.
• Store — Which store the tasks belong to.
• Labels — Any labels to apply to the tasks.
• Recurrence — When and how often tasks should be created.

Recurrence Options

You can set the schedule to:

• Daily — Create a task every day.
• Weekly — Create tasks on specific days of the week.
• Monthly — Create tasks on specific days of the month.
• Custom patterns — More advanced schedules (e.g., every 2 weeks, every first Monday of the month) if supported by your organization.

Configure the recurrence to match your workflow.

Preview Before Saving

Before saving a recurring task rule, you can preview upcoming occurrences. The preview shows the dates and times when tasks will be created. Use this to verify the schedule is correct before activating the rule.

Activating and Deactivating Rules

Each recurring task rule can be toggled active or inactive:

• Active — The system creates tasks according to the schedule.
• Inactive — No new tasks are created; existing tasks from the rule are unchanged.

You can turn rules off temporarily (e.g., during holidays) and turn them back on when needed.

How Tasks Are Created

Once a rule is active, the system automatically creates tasks based on the schedule. Each occurrence becomes a new task with the defined title, description, priority, assignees, store, and labels. You can edit or complete these tasks like any other task.

Example Use Cases

• Daily checklists — Opening or closing procedures that repeat every day.
• Weekly reports — A task for weekly inventory or sales reports.
• Monthly reviews — End-of-month or compliance review tasks.