How do I create a recurring task?
Category: OKRs
Profit.co allows an option to set recurring tasks within a scheduled time frame without any interventions. You can schedule the recurring tasks in advance.
Why this feature?
- Practically all compliance work requires recurring tasks.
- You can avoid operating in a "set it and forget it" control environment by making sure that certain activities, or controls, happen at a predetermined frequency.
- You can view your recurring tasks on Profit.co in the My Tasks and Action Center.
Step 1
Navigate to the Tasks menu from the left navigation panel.
Hover the cursor on the task card and select the end date.
Click on the option Set Recurring to set the recurring date.
Plan the timeframe with the explanation given below:
- Repeats Every → Denotes the time period of the tasks like Daily, weekly, monthly, or yearly.
- Never → The time frame will never end.
- After → The timeframe will end after a certain occurrence that you mention.
- On → The time frame will end after a particular schedule(you can assign date/month/year).
When a task is moved to the status Completed the same task will be created again in the status Not Started.
Related Answer Post
To learn more about getting task notifications in the Action Center, click here.
Related Questions
-
How do I follow the OKRs of my subordinates?
Profit.co allows you to set apart and follow the OKRs of your subordinates. Why this feature? This feature allows you ...Read more
-
What does Control KPI imply?
Profit.co has Control KPI as one of the 6 key result types for you to maintain the value of KPI in a certain range. Why ...Read more
-
How can you successfully record a check-in audio/video comment?
Profit.co allows users to record check-in audio/videos and attach them as comments. Why this feature? Audio and video ...Read more
-
What does the Alignments Execute phase explain within the Cockpit Dashboard?
What is OKR Cockpit? In the context of organizational management and goal-setting, OKR Cockpit refers to a dashboard ...Read more
Execute your strategy with the industry’s most preferred and intuitive software
30 Days Free Trial