Setting up recurring tasks
Capture the routine maintenance your team should do on a cadence. Overdue and due-this-week tasks surface on the dashboard. Add them under Recurring Tasks → + New task.
| Field | Notes |
|---|---|
| Task title | Required, e.g. "Clean switch-room fans". |
| Description | Optional checklist or notes. |
| Frequency | Daily, Weekly, Monthly, Quarterly, or Annually. |
| Next due | Defaults to one interval from today, but you can set any date. Change the frequency on an existing task and the next-due date recalculates. |
| Reminder | Optionally email a reminder a chosen number of days (0–90) before the due date, to the assignee (or the tech director if unassigned). |