Managing recurring tasks efficiently is key to staying organized and ensuring important activities are completed on time. Teamflect provides a clear and simple way to view, edit, and manage all your recurring tasks directly within the Tasks module.
Step 1: Locate "My Recurrence Rules"
In the "Tasks" module, you'll notice various options and features to help you organize your tasks. To view all your recurring tasks, look for the "My Recurrence Rules" option. It's typically located at the right-top corner of the module.
Step 2: Click on "My Recurrence Rules"
Once you've identified the "My Recurrence Rules" option, click on it. This action will show you a pop-up where you can see a list of all your recurring tasks and their associated recurrence rules.
You can easily edit the recurrence rules or delete the rule permanently.
Note: Deleting it will not affect your current tasks, but will stop the tasks from being recreated.
Use Cases
Manager Check-Ins
Schedule weekly reminders to check in with your direct reports.Goal Progress Reviews
Set monthly recurring tasks for employees or managers to review goal progress.Survey Follow-Ups
Create quarterly recurring tasks for HR teams to analyze survey participation or results.