Recurring Tasks

Overview

Recurring tasks can save you time and effort by automating the process of scheduling and managing tasks that need to be done on a regular basis. With our system, you can easily set up recurring tasks to ensure that you never miss a deadline or forget an important task.

Creating Recurring Tasks

To create a recurring task, follow these simple steps:

  1. Navigate to the 'Calendar' tab.

  2. Click 'Add Task' or use the shortcut 'Option + Space'.

  3. Select the 'Recurring' option for your task represented by cycle arrows.

  4. Define the frequency at which you'd like the task to recur.

  5. Click 'Create task' to lock in your recurring task.

Recurring task on the calendar:

Task modal:

Benefits of Recurring Tasks

There are several benefits to using recurring tasks:

Time and Energy Savings

By setting a task as 'Recurring,' it automatically appears on your calendar at the desired intervals. No need to create a new task for each instanceβ€”set it once, and our system takes care of the rest.

Intelligent Handling of Missed Tasks

If you miss a daily task, our system intelligently rolls it over to the next day instead of creating a duplicate task. This keeps your task list clean and focused, avoiding clutter and confusion.

Never Miss a Deadline Again

By leveraging the power of recurring tasks, you can ensure you never miss a deadline. Our easy-to-use interface allows you to set up repeating tasks in seconds, saving you time and increasing overall efficiency in task planning.

Sales Team Example

Consider a sales team with several routine tasks that need to be done consistently. For example, a sales representative might need to follow up with potential leads every week. This can be set up as a recurring task, ensuring that the sales representative doesn't miss this important task.

Here's how they'd use recurring tasks:

  1. The sales representative creates a task called "Weekly Follow-up with Leads".

  2. They set this task as 'Recurring' and choose a frequency of 'Weekly'.

  3. The system will then automatically create a new instance of this task every week on their calendar.

  4. If they miss to follow up in a particular week, the system intelligently pushes the task to the following week.

This way, the sales team can ensure they never miss following up with potential leads. They can also spend more time engaging with leads rather than keeping track of when to do the follow-ups.

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