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.

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


  1. 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.

  1. Manage Recurring Tasks
    • To view all recurring tasks, go to the task board’s three-dot action menu and select "Show Recurring Task Templates".


    • This will display a list of all recurring tasks, allowing you to:
      • Edit task details or recurrence settings.
      • Change recurrence from monthly to weekly (or vice versa).
      • Update task start dates.

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.

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