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1. Managing Global Recurring Tasks

Recurring Tasks automatically generate scheduled task instances for repetitive operational procedures (e.g. Weekly Status Reports, Monthly Audits). Access via Admin -> Configuration -> Recurring Tasks.
1

Open Recurring Tasks

Click Admin -> Configuration -> Recurring Tasks in sidebar.
2

Click Create Recurring Schedule

Click + Create Recurring Task button to open setup screen.
3

Define Schedule & Assignee

Specify task template, recurrence interval (Daily, Weekly, Monthly, Cron), and auto-assignee.
4

Save Schedule

Click Save to activate automated background task generation.

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2. Managing Archive & Data Retention Settings

Archive Settings control automated data retention, soft-delete Trash thresholds, and hard-delete purge policies. Access via Admin -> Configuration -> Archive Settings.
1

Open Archive Settings

Click Admin -> Configuration -> Archive Settings in sidebar.
2

Set Retention Thresholds

Specify auto-archive days for completed tasks (e.g. 30, 60, 90 days).
3

Configure Trash Purge Period

Set retention threshold for items in Trash Bin prior to permanent removal.