Recurring Tasks

A Recurring Task is a task that repeats at regular intervals (daily, weekly, monthly, or yearly). Once the set interval is reached, FluentBoards will automatically recreate the task for you. No more manual task creation for recurring work!

In this guideline, we will show you how you can enable and set a Recurring Task.

Enable Recurring Task

To enable the recurring task module for your board tasks, go to your FluentBoards Settings and select Features & Modules from the left sidebar.

Under Advanced Modules, you will see the Recurring Task option. Click the Toggle button to enable it. Once enabled, the Recurring Task feature becomes active for your tasks.

Setting Up a Recurring Task

Start by creating a new task or choosing an existing task that you want to set to repeat.

Open the task, click the Three Dot icon in the top right corner to bring up the Task Actions menu, then select Recurring Task.

Set the Frequency

A Recurring Task pop-up will appear. Under Time & Date, pick the time you'd like the task to repeat at, then choose how often:

• Daily: The task repeats every set number of days.
• Weekly: The task repeats every set number of weeks.
• Monthly: The task repeats every set number of months.
• Yearly: The task repeats every set number of years.

Use the Repeat every field to set the interval, for example, every 1 day(s) or every 2 week(s). Click the Plus or Minus button to change the number.

With Weekly selected, you will also see the days of the week (Sun to Sat). Pick the days you want the task to repeat on.

The Next run box below shows a read-only preview of exactly when the next repeat will happen, based on your settings.

Under Stage, choose which stage the recreated task should start in.

Finally, choose how the repeat should behave:

• Repeat only when completed: Waits until this task is completed before the next repeat is created.
• Create a task when repeating: Creates a new task for each repeat, instead of reusing this one.

Once you're done, click the Set button to save your recurring schedule.

Check or Stop a Recurring Schedule

Once you set a schedule, a Recurring Task card appears in the task's details. Here you will see a summary such as Repeats every 2 weeks and the Next Run Date.

To change the schedule, click the Manage button on this card. The Recurring Task pop-up opens again. To end the schedule, click the Stop Repeating button.

Find Your Recurring Tasks

Want to see only the tasks that repeat? Click the Filter icon at the top right of your board. Under Task, check the Recurring box. Your board now shows just your recurring tasks. Uncheck it to see everything again.

NOTE

The Recurring filter only appears when the Recurring Task module is turned on.

Examples & Use Cases

Weekly Meetings: Set up a recurring task for your weekly team meeting, including an agenda and assigned members.

Monthly Reports: Automate your monthly reporting tasks so they’re created at the start of each month without needing manual input.

Follow-up Reminders: Need to follow up with a client every few days? Set it as a recurring task to never forget.