How do I create a recurring/repeating task?

Often times, your team will have something that needs to get done regularly. These recurring tasks are best handled using the “Queue a follow-up” activity. Create the follow-up activity once, and rather than checking it off, simply reschedule it for the next occurrence:

This helps to reduce redundant data within your system, and keep your records clean and useful.

Add a comment to the repeating follow-up activity to log what work was accomplished.

For a set of sequential tasks, you can follow a similar approach with a task list. In this case, check off your tasks in your task list as usual as you progress. When you reach the last one, uncheck and reschedule them all so they are ready for next time. Some people add one extra at the end of the sequence, as a handy reminder.