Trello is a fantastic tool for managing your one-off tasks because it’s so easy to add new cards, move them around, and label them. Recurring task method #2: Trello Card Repeater Recurring tasks in Process Street make assigning work a ‘set it and forget it’ kind of deal. Let’s assign responsibility to Dana, a sales rep. In that menu, you’ll find the option to set the checklist to recur in weekly intervals.
Hit ‘More’ then choose ‘Schedule a checklist’. I’m going to use our weekly sales prospecting checklist as an example to show you how to set it to run once per week, and assign and notify a member of your sales team automatically. To set up a weekly recurring checklist, first find a checklist you need to complete once per week. In Process Street, checklists are built from tasks and scheduled to recur either on a date/time, when an action happens in another app, or when a member of your team runs a checklist. We built Process Street specifically to handle recurring tasks, so there are a lot of features here to support the use case. In this article, I’m going to explain three ways to set up recurring tasks with three different free apps. When you’ve got tasks triggering off of due dates, you’re taking a step away from relying on memory, post-it notes, and the perfect circumstances. Recurring tasks are part of setting your business on autopilot. Time spent on admin work really racks up, and the longer you do it the more likely you are to trip up either by it becoming normal to overlook it, or just human error. Well, when you’ve got a piece of software to create a new task, add a due date, assign and notify the assignee, that’s 4 jobs you don’t have to worry about any more for every task you set up. Why you should always set up recurring tasksĪny task that will repeat should always be set to recur, whichever method below you use. Managing recurring tasks in those kinds of ways isn’t ideal and it has got the job done for businesses of the past, but there are smarter ways that help you conserve brain energy, organize your team’s work effectively and make sure you’re on top of deadlines.Īfter all, your team all trying to remember what they’ve got to do on Monday morning is enough to get them crawling back to bed with a headache. Traditionally, this would be managed with a calendar, Outlook, or the shaky memory of whoever’s turn it is to remind the group. They’re the duties in your team that you know you’re going to have to do regularly: That’s because recurring tasks make up the most important core set of activities.
Forgetting about your company’s recurring tasks is dangerous, and can put your business in an awkward position if it happens too often.
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