Quick Tasks is a simple and intuitive feature that will allow you to assign tasks to specific users at any time from anywhere. Using this feature, not only will you be able to create tasks with ease, but you will also be able to rest assured that at any point in time, you’ll have full transparency into seeing your team's execution.
Do you have tasks that recurr? We have just the solution for you - using our recurring task option will do the job!
If you are not familiar with our Quick Tasks feature, check out our Starting Guide to Quick Tasks.
This article will go over:
How to Create Recurring Tasks
To create a recurring task, first add a new task by clicking on Add Task on the admin dashboard. In the shift creation window, choose the task frequency as 'Recurring task':
Choose the "Start date" of the series and whether it should repeat daily, weekly, or monthly, and at what time it should start. Then, choose when the series should end - on a specific date, or after a number of tasks occurrence.
You can also choose to be notified when the start time of each task in the series arrives, and choose the due time for the tasks in the series.
What Do Recurring Tasks Look Like on My Admin Dashboard?
Recurring tasks will show up on your admin dashboard with a repeat icon:
How to Edit Recurring Tasks
To edit a recurring task, click on it to open the task information and click 'Edit'. Make the relevant changes, and then click 'Update task'.
Please note: When you edit a recurring task's frequency, you will receive a pop-up warning that by changing its times, you are unlinking it from its existing series. If this is your intention, click 'Unlink task' and the task will no longer be part of the series. If this was not your intention, click 'Cancel' and click out of the window to cancel any changes made to the task.
When you edit a recurring task's details, such as the name or description, you will receive a notice asking if you would like to edit this task only or edit all future tasks in this series. Choose one of the options and click 'Edit task'.
*Recurring tasks is available from the Operations Advanced Plan and above.*
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