Tasks and projects
How to schedule recurring tasks
Set up fixed service visits and repeat tasks once with an interval and an owner, so they appear on their own.
Step by step
- Create a recurring task
Choose the task type and repeat pattern.
- Choose an interval
Set whether the task repeats daily, weekly, monthly or on another pattern.
- Assign an employee
Choose the responsible employee or team.
- Add documentation
Add relevant instructions, files or forms.
- Check upcoming tasks
Review the plan and adjust as needed.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.