Recurring tasks automate ongoing work (monthly bookkeeping, quarterly sales tax, annual engagements) so your team isn’t recreating the same tasks by hand.
Heads up!
The new task recurrence scheduler is in beta. To turn it on, go to Profile icon > Settings > Experimental Features, then toggle on Task Recurrence Scheduler.
If you’re using the legacy scheduler, view this article!
Table of Contents
Create a Recurring Task
Click the Global + button → Create Task.
Enter task basics (e.g., Task name*, Client, Roles & Assignees, Budgeted hours, Priority, Description).
For detailed task-creation steps, see Create a Task.
Toggle Recurring On.
Configure in order:
Repeats → Set how often the task repeats (daily, monthly, weekly...etc.)
Create → Set what day(s) of the month or when the task creates.
Due → Set the due date for the created tasks.
Repeats until → Set how many times the task creates, or for how long.
Repeats Daily
Create
Every day - create task every day
Every weekday - excludes weekends
Upon completion of prior instance - create when prior task is complete
Due
Same day
Next day
Next business day
Unscheduled - no due date
Repeats until
Time frame is reached - e.g., 7 days, 3 months, 1 year...etc.
Number of instances - Set to repeat [x] number of times
Forever - repeat task indefinitely
Repeats Weekly
Set to repeat every 1 or 2 weeks.
Create
Choose when the next task should generate:
On a day of the week — Select the day (Sun–Sat).
Upon completion of prior instance — Task generates when the previous one is marked complete.
Due
If repeating every 1 week:
Created on a day of the week
Due on:
A day of the same week (Sun–Sat), or
A day of the following week (Sun–Sat)
Or select Unscheduled for no due date
Created upon completion
Due on:
A day 1 week later (Sun–Sat), or
Unscheduled (no due date)
If repeating every 2 weeks:
Created on a day of the week
Due on:
A day 2 weeks later (Sun–Sat), or
A day 3 weeks later (Sun–Sat), or
Unscheduled (no due date)
Created upon completion
Due on:
A day 2 weeks later (Sun–Sat), or
Unscheduled (no due date)
Repeats until
Time frame is reached - e.g., 7 days, 3 months, 1 year...etc.
Number of instances - Set to repeat [x] number of times.
Forever - repeat task indefinitely
Repeats Semi-Monthly
Create
On a day of the month - Select two dates: 1st – 28th or Last day of the month
On a weekday pattern - Select two ordinals + weekday (e.g., 1st & 3rd Monday)
Due
On days of the month
Select two days of the month (e.g, 1st & 15th), then select "of the" (same month or following month).
On weekday pattern
Select two ordinals + weekdays, then select "of the" same month or following month.
Unscheduled - no due date
Repeats until
Time frame is reached - e.g., 7 days, 3 months, 1 year...etc.
Number of instances - Set to repeat [x] number of times
Forever - repeat task indefinitely
Repeats Monthly
Set the task to repeat every 1–6 months.
Create
Choose when the next task should generate:
On a day of the month — Select a specific day (1st–28th, or Last day).
On a weekday pattern — Select one ordinal + weekday (e.g., 1st Monday).
Upon completion of prior instance — Task generates when the previous one is marked complete.
Due
If created on a day of the month:
Due on:
A day of the month — Select the day “of the” same or following month.
Relative to status change event — Select the number of days, weeks, or months after a task status changes to a chosen status.
Unscheduled — No due date.
If created on a weekday pattern:
Due on:
A weekday pattern — Select the ordinal + weekday “of the” same or following month.
Relative to status change event — Select the number of days, weeks, or months after a task status changes to a chosen status.
Unscheduled — No due date.
If created upon completion of prior instance:
Due on:
1 month later (optional: check the box to exclude weekends), or
Unscheduled (no due date)
✅ Tip: Use “Relative to status change event” to automatically align due dates with workflow progress instead of calendar dates.
Repeats until
Time frame is reached - e.g., 7 days, 3 months, 1 year...etc.
Number of instances - Set to repeat [x] number of times
Forever - repeat task indefinitely
Repeats Quarterly
Set “Fiscal year begins in” [month].
Create
Choose when the next task should generate:
On a day of the month — Select a specific day (1st–28th, or Last day).
Upon completion of prior instance — Task generates when the previous one is marked complete.
Due
If created on a day of the month:
Due on:
A day of the month — Select the day “of the” same or following month.
Relative to status change event — Select the number of days, weeks, or months after a task status changes to a chosen status.
Unscheduled — No due date.
If created upon completion of prior instance:
Due on:
1 quarter later (optional: check the box to exclude weekends), or
Unscheduled (no due date)
✅ Tip: Setting the fiscal year start month ensures quarterly repeats align with your firm’s reporting and filing schedule.
Repeats until
Time frame is reached - e.g., 7 days, 3 months, 1 year...etc.
Number of instances - Set to repeat [x] number of times
Forever - repeat task indefinitely
Repeats Annually
Create
Choose when the next task should generate:
On a scheduled date — Select the month and day of the month (1st–28th, or Last day).
Upon completion of prior instance — Task generates when the previous one is marked complete.
Due
If created on a scheduled date:
Due on:
A scheduled date — Select the month and day of the month “of the” same year or following year.
Relative to status change event — Select the number of days, weeks, or months after a task status changes to a chosen status.
Unscheduled — No due date.
If created upon completion of prior instance:
Due on:
1 year later (optional: check the box to exclude weekends), or
Relative to status change event — Select the number of days, weeks, or months after a task status changes to a chosen status, or
Unscheduled — No due date.
✅ Tip: Use “Relative to status change event” for annual compliance or recurring review tasks that depend on workflow milestones rather than fixed calendar dates.
Repeats until
Time frame is reached - e.g., 7 days, 3 months, 1 year...etc.
Number of instances - Set to repeat [x] number of times
Forever - repeat task indefinitely
Linked Recurring Task Templates
Keep large series consistent across clients.
When a recurring template is applied, the task shows a banner:
“Recurrences in the task series will pull from the template shown below. Click Create and Manage to customize the first instance or break the link to customize the series.”
Linked Task Template: (Template Name) + chain icon appears:
Click the template name to edit; Save, then reapply in the task to pull updates.
Click the chain icon to unlink (task becomes independent).
Bulk updates (future instances only)
On the template: “Recurring Tasks are using this template. Updates here apply to future task creations for [X] linked tasks.”
Existing tasks keep the settings they had when created.
Find & Manage Recurring Tasks
In Tasks List, use the Recurring column to filter/sort tasks in a series.
Edit series-level settings from the Primary Recurring Task workspace.
Troubleshooting
My task didn’t regenerate
If using Upon completion, confirm the task was set to Complete.
For date-driven patterns, verify Create/Due rules and (where applicable) Exclude weekends.
Template edits didn’t change an existing task
Expected. Template changes apply to future instances. Reapply the template to refresh a current task.
I don’t see the new scheduler
Ask an admin to enable Settings → Experimental Features → Recurring Task Schedule Beta.
Summary
Use the new scheduler to automate work at the right cadence, control when each instance appears and is due, and maintain consistency with linked templates—unlink whenever a series needs to diverge.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.