How it works
You create the first task as normal — give it a name, set the category, assign it to someone. Then configure the repeat schedule. From then on, the system creates a new task automatically each time one is due. Each generated task is a copy of the original — same name, same category, same checklist items (if you have them). It appears in your task list as Pending, ready for your team to pick up.Setting one up
Create the task
Go to Tasks > Create Task and fill in the details as normal — name, category, priority, assignees, and optional checklist.
Enable repeat
Tick the Repeat Task checkbox. The repeat configuration panel appears.
The repeat option is only available when creating a single task. If you’re creating multiple tasks in bulk, you’ll need to create the repeat one separately.
Pick the schedule
Choose how often the task should repeat:
Every week (or every 2 weeks, 3 weeks, etc.)
Every week (or every 2 weeks, 3 weeks, etc.)
Select Weekly and click the days you want — for example, Monday and Friday. Set “every 1 week” for weekly, “every 2 weeks” for fortnightly, and so on.
Every month (or every 2 months, 3 months, etc.)
Every month (or every 2 months, 3 months, etc.)
Select Monthly and enter the day of the month — for example, the 1st or the 15th. If you pick the 31st and a month only has 30 days, the system uses the last day of the month.
Every day (or every 2 days, 3 days, etc.)
Every day (or every 2 days, 3 days, etc.)
Select Daily and set how many days apart — every 1 day, every 2 days, etc.
Set how far in advance to create it
The Creates Before field tells the system how many days before the due date to create the task. This gives your team advance notice.For example, if the task is due on Monday and you set this to 2 days, the task appears in the system on Saturday.
Set when it starts and ends
Pick a start date for the schedule. If the task should repeat indefinitely, leave the end date blank. If it’s temporary (say, a daily task during the Christmas rush), set an end date.
Configure the extra options
Two options that are specific to repeat tasks:
- Skip if Closed — don’t create the task on days your shop is closed. Useful for daily tasks like “Cash up the till” that aren’t needed on closed days.
- Keep Assigned User — assign each generated task to the same team member as the original. If you turn this off, generated tasks are created unassigned.
What happens each time a task is due
The system checks for due repeat tasks every hour. When one is due (based on its schedule and the Creates Before lead time), it:- Creates a new task with the same name, category, priority, and description
- Copies all checklist items (reset to incomplete, ready to be ticked off again)
- Sets the status to Pending
- Assigns it to the same team member if Keep Assigned User is enabled
Managing repeat tasks
Go to Tasks > Repeat Tasks to see all your repeats in one place.What you’ll see
Each repeat task shows:- Its status — Active, Paused, or Failed
- The next due dates coming up
- A history of every task generated from this repeat
- The original task it’s based on
Changing the schedule
You can change the repeat type, frequency, days, start/end dates, and the extra options at any time. Changes only affect future tasks — ones already created stay as they are.Pausing
Need to stop a repeat temporarily? Toggle the Pause switch. The system stops creating tasks until you switch it back on. The schedule picks up where it left off.Deleting a repeat task
Deleting a repeat task also deletes all tasks it has generated. If you only want to stop future tasks, set an end date or pause it instead.Deleting a repeat task removes all generated tasks — including ones that have been completed. If you need to keep the history, pause it instead of deleting.
When something goes wrong
If a repeat task can’t be created (for example, if the original task’s category was deleted), the system:- Logs the error and tries again next time
- After 5 consecutive failures, the status changes to Failed and it pauses itself
- You can see failed repeats on the Repeat Tasks page, marked in red
- Check the error message — it explains what went wrong
- Fix the underlying problem
- Click Retry to reactivate, or Test to verify the configuration without creating a task
Common examples
Here are some repeat tasks that florist shops commonly set up:| Task | Schedule | Skip if Closed | Keep Assigned |
|---|---|---|---|
| Clean the cooler | Every Monday | Yes | Yes — always Sarah |
| Order weekly stock | Every Wednesday, 2 days before | Yes | Yes — always the manager |
| Cash up the till | Every day at closing | Yes | No — whoever’s on shift |
| Water the shop display | Every 2 days | No — plants need water regardless | No |
| Monthly stock take | 1st of every month, 3 days before | No | No |
| Check website orders | Every day | Yes | No |
Common questions
What's the difference between repeat orders and repeat tasks?
What's the difference between repeat orders and repeat tasks?
Repeat orders create new customer orders with products, pricing, and delivery details — they generate billable work. Repeat tasks create internal to-do items for your team — things like cleaning, stock ordering, or admin jobs. Learn about repeat orders →
Can I set up a repeat for specific dates instead of a regular schedule?
Can I set up a repeat for specific dates instead of a regular schedule?
No. Unlike repeat orders, repeat tasks only support daily, weekly, and monthly schedules — not specific dates. For one-off future tasks, create them individually with a future due date.
How often does the system check for due tasks?
How often does the system check for due tasks?
Every hour. This means a task might appear up to an hour after it’s technically due to be created, but in practice it’s usually within minutes.
Do checklist items carry over?
Do checklist items carry over?
Yes, but they’re reset. Each generated task gets a fresh copy of the checklist with all items marked as incomplete — ready to be ticked off again.
Can I assign a repeat task to multiple people?
Can I assign a repeat task to multiple people?
Yes. If the original task has multiple assignees and Keep Assigned User is enabled, each generated task will be assigned to the same people.
What if my shop is closed and I have Skip if Closed enabled?
What if my shop is closed and I have Skip if Closed enabled?
The task is simply skipped for that day. It doesn’t get created later — the schedule continues as normal from the next due date.
Can drivers see repeat tasks on the mobile app?
Can drivers see repeat tasks on the mobile app?
Drivers see the individual generated tasks (not the repeat configuration). If a task is assigned to them, it appears in their task list on the app.
What’s next?
Tasks
Back to the main tasks guide.
Repeat Orders
Set up automatic recurring orders for customers.
Automations
Create tasks automatically when orders change status.
Your Dashboard
See tasks and orders together on your daily screen.