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Can I create recurring tasks?

Updated over 2 months ago

Q: We have a recurring task of vacuuming the golf shop every night. Can I create a recurring task for this?

A: You can create recurring tasks with the following intervals:

  • Not Recurring: The task would not be repeated.

  • Daily: Define the start date, when it's due, and when it should end.

  • Weekly: Select the days of the week the task should occur (you can select multiple days), the start date and time, and when the task should end (as shown below).

  • Monthly: Define the start date, when it's due, and when it should end.

  • Yearly: Define the start date, when it's due, and when it should end.

To create a recurring task, follow these directions:

  1. Go to Staff > Tasks > Dashboard.

  2. Click "More Options" (as shown below)

  3. Fill in the requested information.

  4. Assign the task to a group or an individual. As a best practice, assign recurring tasks that can be completed by multiple individuals to a group, such as Golf Shop Staff. This allows anyone part of the group to complete the task.

  5. Select the interval you would like it to repeat for a recurring task. For a daily recurring task, select "Daily" and enter the start date, the time you would like the task completed, and when the task should end (as shown below).

  6. Click "Save Task" to add the task to the dashboard.

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