SmartTask
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  1. fundamentals
  2. Task

Recurring task

Recurring tasks help you automate repetitive work by ensuring tasks are created at regular intervals without manual effort. This feature allows tasks to be automatically regenerated based on completion or a predefined schedule.

Setting Up a Recurring Task

To create a recurring task in SmartTask, follow these steps:

  1. Open a Task: Navigate to the task you want to make recurring.

  2. Enable Recurrence: Click on the recurrence option in the task settings.

  3. Choose Recurrence Type:

    • On Completion: A new task will be generated only when the current one is marked as complete or dismissed.

    • On Schedule: A new task will be created at a fixed interval, regardless of task completion.

  4. Set Frequency & Timing: Select how often the task should repeat—daily, weekly, monthly, or custom intervals.

  5. Save the Recurrence Settings: Once configured, SmartTask will automatically generate future tasks as per your chosen recurrence method.

How Recurring Tasks Work

  • When a recurring task is completed or dismissed, SmartTask duplicates all details (such as task description, assignees, and attachments) into a new task with updated due dates.

  • If set to recur on schedule, the new task will appear at the specified interval, even if the previous one is still open.

Best Practices for Using Recurring Tasks

  • Use on completion recurrence for tasks that depend on user action (e.g., "Submit Weekly Report").

  • Use scheduled recurrence for tasks that must occur regularly, regardless of completion (e.g., "Monthly Performance Review").

  • Ensure task details, such as subtasks and dependencies, are set correctly so that new tasks are created with the right information.

By leveraging recurring tasks, you can streamline repetitive workflows, reduce manual effort, and ensure no important task is overlooked.

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Last updated 7 days ago