Do you have tasks that keep coming back, like that weekly client catch-up, or monthly progress report? Our Repeating To Dos feature is here to help save you time in setting these up! This article will guide you through the process of creating, editing, and managing repeating tasks.
➕ Creating a Repeating To Do
You can create a repeating To Do from any of these screens:
📌 To Do Screen
📌 To Do Screen
Create a new To Do by clicking Add New and then selecting Repeat
💼 Job Screen
💼 Job Screen
Found in the create menu
📆 Schedule Screen
📆 Schedule Screen
Found in the three-dot menu
No matter which screen you choose, creating a repeating To Do is simple! Just follow these steps:
Give your To Do a title.
Add team members individually or use branches and labels to assign multiple members at once.
Pick the job and item it's connected to.
Set up the repeat rules like dates and increments.
Hit the Create To Do Button to confirm.
And there you have a repeating To Do!
✍️ Editing a Repeating To Do
Need to tweak a repeating task? No worries! Keep in mind that actions like logging a To Do, dragging it across multiple days, resizing, moving, or re-assigning might cause the To Do to break away from the repeating series.
To edit your Repeating To Do click the 🔁 symbol on the Job Activity Log in the job screen for your Repeating To Do.
Select your Repeating To Do
Make your edits and hit Save
‼️ Important Considerations
🔁 Repeating To Do Limitations
To keep Streamtime running like a well-oiled machine, the number of repeats is limited to 12.
🖨️ Duplicating Jobs
Heads up! Duplicating a job won't copy its repeating To Dos. Keep this in mind when creating new jobs with similar tasks.
🚐 ❌ Moving or Deleting a Repeating To Do
When you move or delete a repeating task, Streamtime gives you a gentle reminder that it's part of a recurring series 🔄. This helps you avoid accidentally messing up the sequence.
With Streamtime's Repeating To Dos feature, managing recurring tasks is a walk in the park. You're now armed with the knowledge to create and edit repeating To Dos like a champ.