Files
worklenz/docs/recurring-tasks-user-guide.md
chamikaJ 82155cab8d docs: add user guide and cron job documentation for recurring tasks
Add detailed documentation for recurring tasks, including a user guide explaining how to set up and manage recurring tasks, and a technical guide for the recurring tasks cron job. The user guide covers the purpose, setup process, and schedule options, while the technical guide explains the cron job's logic, database interactions, and configuration options. Additionally, include a migration script to fix ENUM type and casting issues for progress_mode_type.
2025-05-19 10:57:43 +05:30

1.9 KiB

Recurring Tasks: User Guide

What Are Recurring Tasks?

Recurring tasks are tasks that repeat automatically on a schedule you choose. This helps you save time and ensures important work is never forgotten. For example, you can set up a recurring task for weekly team meetings, monthly reports, or daily check-ins.

Why Use Recurring Tasks?

  • Save time: No need to create the same task over and over.
  • Stay organized: Tasks appear automatically when needed.
  • Never miss a deadline: Tasks are created on time, every time.

How to Set Up a Recurring Task

  1. Go to the tasks section in your workspace.
  2. Choose to create a new task and look for the option to make it recurring.
  3. Fill in the task details (name, description, assignees, etc.).
  4. Select your preferred schedule (see options below).
  5. Save the task. It will now be created automatically based on your chosen schedule.

Schedule Options

You can choose how often your task repeats. Here are the most common options:

  • Daily: The task is created every day.
  • Weekly: The task is created once a week. You can pick the day (e.g., every Monday).
  • Monthly: The task is created once a month. You can pick the date (e.g., the 1st of every month).
  • Weekdays: The task is created every Monday to Friday.
  • Custom: Set your own schedule, such as every 2 days, every 3 weeks, or only on certain days.

Examples

  • "Send team update" every Friday (weekly)
  • "Submit expense report" on the 1st of each month (monthly)
  • "Check backups" every day (daily)
  • "Review project status" every Monday and Thursday (custom)

Tips

  • You can edit or stop a recurring task at any time.
  • Assign team members and labels to recurring tasks for better organization.
  • Check your task list regularly to see newly created recurring tasks.

Need Help?

If you have questions or need help setting up recurring tasks, contact your workspace admin or support team.