Q: We have a recurring task of vacuuming the golf shop every night. Can I create a recurring task for this?
A: When creating a new task and selecting More Options, you will be able to select an option to create a recurring task at the following intervals.
The following recurring options are available:
Not Recurring: The task is a one-time event and will not repeat.
Daily: Repeats every day.
Weekly: Repeats every week on the same day of the week as the first instance.
Biweekly: Repeats every two weeks on the same day of the week as the first instance.
Monthly: Repeats every month on the same day of the month as the first instance.
Yearly: Repeats every year on the same month and day as the first instance.
When selecting recurring task, you will define the start date (the first time the task should occur), the completion time, and the end date of the recurring task.
Note: Only the most “upcoming” recurring task is displayed on the Dashboard. Once that task is marked as complete, a clone is created for the next date using the content from the previous recurring task.
To create a recurring task, follow these directions:
Go to Staff > Tasks > Dashboard.
Click "More Options" (as shown below)
Fill in the requested information.
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.
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).
Click "Save Task" to add the task to the dashboard.
Note: When deleteing recurring task, you will have several options. For complete details on deleting recurring tasks, Click Here.
