Recurring tasks and task templates

Admins, team leads, and employees with task access use the Task page to repeat work or create tasks from a saved pattern. If Recurring Tasks, Template, or an Add control is hidden, ask an administrator to review your access in Permissions and Visibility.

The Task page has three tabs: Tasks, Recurring Tasks, and Template.

Set up a recurring task

Use a recurring task when the same work should be created on a schedule.

1. Open Task.
2. Open the Recurring Tasks tab.
3. In the action bar, select Add (the plus icon).
4. Complete the task details, including the client, task title, assignees, priority, files, required forms, and any other fields your firm uses.
5. In Set Recurrence, choose Create First Recurring On.
6. Add an Expiry Date if the recurring task should stop after a certain date.
7. Enter Repeat every.
8. Choose Repeat Type: daily, weekly, monthly, or yearly. Weekly patterns let you choose weekdays. Monthly patterns ask for a day of the month. Yearly patterns ask for a month and day.
9. Add the start time and end time.
10. Select Save.

The recurring task form is separate from the normal Add Task flow. Use the regular Tasks tab for one-time tasks, and use Recurring Tasks when Assisterp should create future task instances from the schedule.

Recurring tasks are also different from subtasks. A recurring task creates new work on a repeating schedule. A subtask breaks one task into smaller pieces. For that workflow, see Tasks and subtasks.

Create a task template

Use a task template when you want to reuse the same task structure for different clients.

1. Open Task.
2. Open the Template tab.
3. In the action bar, select Add (the plus icon).
4. Enter the Template Title.
5. Enter the task title.
6. Add dates, files, required forms, assignees, and the other task details your firm wants saved in the template.
7. Select Save.

Keep templates specific enough to save time, but not so specific that staff have to remove details every time they use one.

Use a task template to create tasks

1. Open Task.
2. Open the regular Tasks tab.
3. Open the template action from the action bar.
4. Choose the template.
5. Choose one or more clients.
6. Select Add.

Assisterp creates tasks from the selected template for the selected clients. Review the new tasks after creation so client-specific dates, assignees, files, and forms are correct.