Recurring tasks and workflows

Auto-create a task or auto-trigger a workflow on a daily, weekly, or monthly schedule.

A recurrence is a schedule that creates work for you automatically. You set it up once, and the system spawns a fresh task (or triggers a fresh workflow run) on the cadence you pick, in the timezone you choose.

Use recurrences for anything that repeats: a weekly status report, a monthly reconciliation, a daily standup checklist.

Recurring tasks

Setting one up

1. Open the Tasks page.
2. Click the arrow on the New Task button and choose Schedule recurring task.
3. Fill in the task details (title, description, priority, assignees) just like a normal task, plus:
   • Estimated hours, the effort estimate for each spawned task.
   • Deadline (hours after spawn), instead of a fixed calendar deadline. Each spawned task gets a deadline this many working hours after it is created.
   • The recurrence fields (see below).
4. Click Schedule.

Managing recurring tasks

The Tasks page has a Recurring section listing every recurring task in the org. Each row shows the schedule summary and the next run time. Per-row actions:

• Edit, change the task details or the schedule.
• Pause / Resume, stop spawning without deleting the recurrence, then pick it back up later. A paused recurrence shows a Paused badge.
• Run now, spawn a task immediately without waiting for the schedule.
• Delete, remove the recurrence. Tasks it already spawned stay.

Recurring workflows

You can also auto-trigger a whole workflow on a schedule.

Setting one up

1. Open the Workflows page, Templates tab.
2. Click the arrow on the template's Run button and choose Schedule recurring run.
3. Give the run an optional name and pick an optional project to attach the spawned tasks to.
4. Fill in the recurrence fields. A live ETA preview shows how long each run is expected to take.
5. Click Schedule.

The Workflows page has a Recurring tab listing recurring workflows, with the same Pause / Resume, Run now, and Delete actions.

The recurrence fields

Both recurring tasks and recurring workflows share the same scheduling controls:

• Repeats, Daily, Weekly, or Monthly.
• Every, the interval, for example "every 2 weeks".
• Days of week (Weekly only), pick which weekdays it fires on.
• Day of month (Monthly only). If a month is shorter than the chosen day, it fires on the last day of that month instead.
• Time of day, the hour and minute it fires at.
• Timezone, the schedule is anchored to wall-clock time in this zone, so a 9 AM schedule fires when that timezone reads 9 AM, even across daylight saving changes.
• Starts and Ends (optional), the date window the recurrence is active for.

A summary line and a Next run preview update live as you edit so you can confirm the schedule before saving.

Permissions you'll need

• Recurring tasks follow the same rules as creating a task: you need Create Tasks to schedule a recurring task for other people; without it you can still schedule one for yourself.
• Recurring workflows need Projects to view and Manage Projects to create, edit, pause, run, or delete.