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1. Recurring Tasks

Purpose

Recurring Tasks are for work that repeats on a predictable schedule. Instead of manually creating the same task again and again, the recurrence is configured once and the repeated work can be generated and tracked consistently.

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2. Typical Use Cases

  • Daily: operations checklist, daily review, routine monitoring.
  • Weekly: weekly reporting, team review, customer follow-up, pipeline check.
  • Monthly: month-end close, compliance review, invoice review, management reporting.
  • Periodic: maintenance, audit checks, renewals, recurring governance activities.

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3. How to Work with Recurring Tasks

1

Open the Recurring Tasks tab

Review the recurring activities already configured for this workspace.
2

Create or update the recurrence where permitted

Set the task pattern, owner, frequency, and other required details in the product.
3

Track the generated work

Once the repeated task instance exists, work on it like a normal task using the workspace task views.
4

Review the pattern periodically

If the process, owner, or frequency changes, update the recurrence instead of repeatedly correcting individual tasks.

Difference from a normal task

Use a normal task for one-time work. Use a recurring task when the same activity is expected to repeat and should be created consistently over time.