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 My Tasks and click on a task to set a recurring time frame by clicking on the Due date.

My Task page

Select Set Recurring to set up the recurring task.

Set Recurring

Set Recurring Task

After that, plan the timeframe with the below-mentioned explanation.

  • 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).

Step 2:

When a task is moved to the status Completed the same task will be created again in the status Not Started.

Recurring Task

Related Blog Post

To learn more about getting task notifications in the Action Center, click here.

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