Recurring Tasks

We’re excited to announce the Recurring Tasks feature, designed to simplify and streamline repetitive workflows. This feature is ideal for agencies managing tasks that restart regularly, such as monthly reporting, weekly status updates, or routine client deliverables.

Why Use Recurring Tasks?

• Save Time: Automate task creation for repeatable processes, eliminating the need to set up tasks manually every week or month.
• Stay Organised: Ensure recurring work is never overlooked with automatic task generation, keeping your workflows consistent.
• Boost Efficiency: Focus on meaningful work while Outlign takes care of the repetitive task setup.
• Maintain Accountability: Regular tasks appear on time, keeping your team on track with client expectations and deadlines.

How Recurring Tasks Work

When you set up a recurring task, Outlign creates a template based on the state of the task at that point in time. Then, on the 1st of each month (or week), a brand new task is created from that template.

📝 Any changes you make to the original task after setting up recurrence—like approvals, comments, or edits—won’t affect the recurring task. The recurring tasks will always be created based on the original template.

So, for example, if you set up a recurring task called "Monthly Reports", Outlign will take a snapshot of that task and use it as the template going forward. When the next month rolls around, a fresh task will be created, completely separate from the original.

Use Case Example

Imagine you have a client retainer requiring monthly reporting. Instead of manually recreating this task each month, set it up as a recurring task. The feature will automatically generate the task at the start of each month, reminding you and the client to action the task.

How to Set Up a Recurring Task

1. Create a Task
   • Add a new task to your task board. For example, Monthly Reporting

2. Enable Recurrence
   • Hover over the task card to reveal the menu options.
   • Click on the three-dot menu and select either:
     • Repeat Monthly
     • Repeat Weekly

• Once set, a small calendar icon will appear on the task card, indicating it is now a recurring task.
• The task will now automatically renew on the 1st day of each month or week, depending on the settings you choose.

3. Managing Recurring Tasks

• To view and manage all your recurring task templates:
  • Click the three-dot menu at the top-right of your task board.
  • Select "Show Recurring Tasks".
• This will open a column with all your recurring task templates. From here, you can:
• Edit task content, settings, or recurrence frequency.
• Switch from monthly to weekly (or vice versa).
• Update the task title, description, checklist items, etc.

🔁 Important: Any changes made to a recurring task template will only affect future tasks created from that point forward. Tasks that have already been generated won't be updated retroactively.

Users can also adjust the recurrence settings within the task;

Key Features

• Automatic Task Creation: A new task will be automatically created on the first of each month or week, depending on the recurrence settings.
• Editing Made Simple: Easily modify the recurrence or task details through the recurring task template menu.
• Easy Deletion: To delete a recurring task, hover over the task, click the three-dot menu, and select Delete.
• Duplicating Tasks: If you need to duplicate a recurring task, hover over the task and select Duplicate Task.

Get Started Today

Try the Recurring Tasks feature now to streamline your retainer workflows.