For work that repeats on a rhythm — a weekly floor sweep, a monthly stock check, a daily safety walk — set up a recurring template once and let it issue the task automatically.
Open Tasks & Projects → Recurring Tasks (needs the Task Manager permission). Press New Template to add one.
Create a template
The Task Template dialog carries two things.
The schedule:
- Every N days / weeks / months, with a First run on date.
- Active (issue tasks on schedule) — untick to keep the settings but stop issuing.
The task to issue each run:
- Template name and Task title (issued each run).
- Priority.
- Sub-tasks must complete first (dependent) — whether sub-tasks added to the issued task block its completion.
- Assign to a group (pool — members self-claim), or …or a specific person. Leave both empty and the task goes to the template owner.
- Target (minutes, optional — enables auto-grading).
- Give released tasks a due date — when ticked, each issued task is due within N hours, days or weeks of its release.
- Description — rich text.
Assigning to a group is handy here — the issued task pools to the team and a member claims it, so you do not have to pick a person who might be on leave.
Row actions
Each template row has icon buttons:
- Issue now (play icon) — issue one task immediately without disturbing the schedule.
- Pause / Activate — stop or resume issuing; the settings are kept.
- Edit — reopen the dialog.
- Design the output form stamped on each issued occurrence — author a structured form that every issued task starts with (see Task output forms: collect structured data).
- Delete.
How it runs
- While the template is active, a daily sweep issues a fresh task from each template that is due, then advances it to its next run.
- Each issued task is a normal task, already published — it gets its own chat channel, can be claimed, and feeds KPI like any other.
- If a run ever fails, the template records the error and retries on the next sweep rather than silently skipping.
Related: Creating and assigning tasks.