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Tasks and recurring work

Organize team work with status, due dates and ownership. Look for an existing task and recurrence before adding another item. A clear owner, date and supporting comment help the next person understand what remains to be done.

Before you start

Choose the appropriate property and verify whether the task already exists. Creating, editing and archiving can require different permissions.

  1. Open Tasks and choose the list, board or calendar. Open a task to inspect its owner, status and due date.

    Find the existing task
    Tasks and recurring work
    1 / 3
    BoardDetailsHistory
    To do2
    Replace lampSofia · Fri 23 Oct
    Restock linenSofia · 402
    In progress1
    Repair water heaterMateo · Unit 402
    Done0
    Task
    Restock linen

  2. With edit permission, change assignment or status, add a comment or attachment and configure recurrence. Check existing work before creating a duplicate.

    Add context and recurrence
    Tasks and recurring work
    2 / 3
    To do2
    Replace lampSofia · Fri 23 Oct
    Restock linenSofia · 402
    In progress1
    Repair water heaterMateo · Unit 402
    Done0
    Supporting comment
    Check supplies before arrival

  3. Assign a clear owner and due date, add the operational context, then verify status from the task row. Comments and attachments should explain what remains to be done. The task row shows the saved owner, due date and status; comments, attachments and configured recurrence remain attached to that task.

    Verify the saved task row
    Tasks and recurring work
    3 / 3
    Restock linenEvery Friday
    1. Completed · Fri 16 OctPrevious occurrence · Done
      1
    2. Fri 23 OctNext occurrence · To do
      2
    Due date
    Fri 23 Oct

Check the result

The task row shows the saved owner, due date and status; comments, attachments and configured recurrence remain attached to that task.

Limits and prerequisites

A recurring occurrence can be intentional. Check the series before deleting or recreating work.