Teamflect offers a feature that allows users to create recurring tasks. This feature is useful when you have tasks that need to be completed regularly. With recurring tasks, you no longer need to create new tasks each time. Instead, you can set the task to repeat at certain intervals.
How to Create a Recurring Task in Teamflect
To create a recurring task in Teamflect, log in to your Teamflect account and navigate to the Tasks module.
Click on the "New Task" button to create a new task.
Enter the task details, such as the title, description, and due date. To make the task recurring, click the "+ Add" button next to Recurrence.
Choose how often you want the task to be repeated. You can choose from weekly or monthly intervals. Select the start date for the recurring task. Choose the days of the week or month that the task should repeat. When selecting the monthly option, you can set the task to repeat on a specific day of the month (e.g., the 5th) or on a specific weekday pattern (e.g., the first Monday of each month). Select the start date for the recurring task. Then set the time and click the "Create" button to create the recurring task.
Here you can see the task details prepared for an example scenario:
How to Close or End a Recurring Task in Teamflect
You can add an end date to the recurring task by clicking the ''End'' option.
You can close the recurrence at any time by clicking the pen icon.
You can make recurrence on and off by toggling the "Recurrence" button.
To learn more about how to manage your recurrence rules in one place, click here.
Note: If you have inserted checklist items in your recurring tasks, they will also reoccur with the task.
Beneficial Use Cases
1. Routine team tasks
Recurring tasks are a great way to manage tasks that your team needs to complete on a regular basis. For example, setting a weekly task to review project progress, update CRM entries, or conduct team check-ins can help ensure these important responsibilities are not forgotten.
2. Regular reporting
If you or your team are responsible for preparing reports on a consistent schedule, you can set a recurring task to help stay on track. This could include weekly sales reports, monthly performance reviews, or quarterly planning updates.
3. Personal productivity
Recurring tasks are also helpful for staying on top of personal responsibilities. You can set daily or weekly tasks like "Plan the week," "Check in with manager," or "Organize inbox" to build positive habits and manage your time more effectively.