Recurring tasks

Recurring tasks allow you to automate repetitive work on a defined schedule. Instead of manually creating or updating the same task each time, you set it up once and Worklenz handles the rest. This is useful for weekly reports, daily standups, monthly reviews, or any work that repeats on a regular basis.

Supported recurrence options

Worklenz supports the following recurring schedules:

• Daily
• Weekly
• Every X days
• Every X weeks
• Every X months
• Monthly

Configuration types

When setting up a recurring task, you choose how the recurrence behaves. Worklenz supports two configuration types:

Create a new task

A brand new task is created automatically at each recurrence interval. The new task is created using the current task as a template - it carries the same details and is set to the current status at the time of creation.

Use this when you need a fresh task to appear each cycle, such as a weekly report that should be tracked and completed independently each week.

Change task status

The same task has its status changed automatically at each recurrence interval. No new task is created. Instead, you select the status you want the task to be set to repeatedly, and Worklenz resets it to that status on the defined schedule.

Use this when the same ongoing task needs to be reset and re-actioned on a schedule, such as a recurring review task that should return to “In Progress” each Monday.

How to set up a recurring task

1. Open the task drawer by clicking on a task.
2. In the Info tab, scroll down to the Recurring toggle. By default, this is set to Off.
3. Toggle it On to enable recurring for the task.
4. Click the Gear icon next to the recurring option to open the recurrence settings.
5. Select the configuration type - either Create a new task or Change task status.
   • If you select Change task status, choose the status you want the task to be set to on each recurrence.
6. Set the recurrence frequency (daily, weekly, monthly, etc.).
7. Save the configuration.