Productivity
Recurring tasks and client requests
Repeat a task on a schedule, or ask a client for something every month, from a project's Recurring work section.
Set up repeating work once, such as a monthly report or the bank statements you need from a client every month, and Agiled creates a fresh task each time it is due.
Set up recurring work
- Open the project's Overview tab.
- In the Details panel, under Recurring work, select + (Add recurring work).
- Choose Team task for your team, or Request to client for something the client completes in their portal.
- Enter a Title and, if useful, Details.
- Choose how often it Repeats (daily to yearly), with Every for gaps such as every 2 weeks, and pick First one on.
- Set Due after (days), for example 5 days after each task is created.
- Choose who it is Assigned to. For a client request, also choose who it is Followed up by. Optionally set Stops after.
- Select Save.
You're done when the series appears under Recurring work with the date of the next task.
Before you ask a client
A client request needs a client who can see the project: they are on the project's Team tab and Visible to clients is on. Each request is created already shared, so it appears in their portal. See Share project work with clients.
Pause, edit or stop a series
Open the ... menu next to a series to edit, pause, resume or delete it. Tasks already created stay as they are.
Good to know
- Agiled checks every hour and creates each task on its date. If a run is missed, it creates one task for the latest date, never a pile of old ones.
- People who can edit the project's tasks can manage its recurring work.
- For a checklist you start by hand, use a task template. To create tasks when something happens, such as a deal being won, use Workflows. Use one method per piece of work so tasks aren't created twice.