In today's fast-paced world, where priorities are constantly changing, regular maintenance of essential tasks often takes second place. However, when it comes to the safety and functionality of critical systems such as fire alarms, heating systems, air conditioners, and more, proactive maintenance is paramount.
Therefore, here we will cover how to seamlessly integrate recurring tasks into Fixform to ensure that important maintenance checks are never overlooked.
Let's explore how to ensure that these tasks stay at the forefront, where they belong.
How do I create a recurring task?
Follow the steps to create a recurring task:
- Click on “organization” at the top,
- Click on “Recurring tasks” on the left,
- Click on “add a recurring task”,
Next you are going to set up your recurring task:
- Add a description,
- Add a location,
- You can already assign it to yourself or a colleague,
- Select a start date. This is the date a recurring task will be enabled,
- Add a category,
- Add a priority.
Now we are going to set the recurrence:
- Find the “Recurrence” section.
- Choose “Weekly” to indicate that the task should be repeated weekly. You can also choose “Daily,” “Monthly” or “Yearly.”
- Determine how often the task should be repeated by entering a number next to “Each.” For example, if weekly, enter “1” for a task that repeats every week.
- Select the day for repeating the task next to “On.”
- For weekly repetition, select the specific day(s) of the week (you can select multiple days).
- If you choose monthly repetition, you have two options:
- Select the specific day of the month on which the task should be repeated. For example, select “1” for the task to repeat on the first day of each month.
- If you want the task to repeat only on specific weekdays, such as the first Monday of each month, select “first” followed by “Monday.”
- For an annual repeat, you can:
- Select the specific day of the year for the repetition of the task. For example, select “January 1” for the task to repeat annually on January 1.
- If you want the task to repeat only on specific days, such as the first Monday in January, select “first” followed by “Monday,” followed by “January.”
- You can also add a document (such as manuals, checklists, etc.) to this task by clicking “Add Documents.”
- Click “Create Task” at the top to create the task.
How do you customize a recurring task?
You can customize a recurring task by taking the following steps:
- Click on the recurring task so that a window opens on the right side,
- Adjust what you want to adjust: the space, assigned to, date, category, priority and recurrence.
- Then click on “update recurrence”