Repeating tasks help you automate your workflow by scheduling tasks that repeat on a daily, weekly, or custom basis. You can create recurring tasks from the Tasks section or directly inside any document.
Creating recurring tasks from the Tasks section
Open the Tasks Section
- On Mac, navigate to the Tasks section in the sidebar.
Create a New Task
- Click New Task and enter the task name.
Set a Schedule
- Click the Schedule icon (calendar symbol).
Make It Recurring
- Select Repeat, then choose how often the task should repeat:
- Daily – Task repeats every day.
- Every weekday – Task repeats Monday to Friday.
- Weekly – Task repeats on a specific day of the week.
- Monthly – Task repeats on the same day each month.
- Yearly – Task repeats on the same date each year.
- Custom – Set a custom recurrence pattern (e.g., every 3 days, every second Tuesday).
Confirm Your Selection
- Once set, your task will automatically reappear based on the selected recurrence.
Making any task recurring in a Document
You can also make any task inside a document recurring:
Select a Task in a Document
- Click on any existing task or create a new one.
Open the Schedule Settings
- Click the Schedule icon.
Set the Recurrence
- Click Repeat and choose the desired repeat option.
Your task will now automatically reappear based on the schedule you’ve set.
How Recurrence Works After Completion
- When you complete a recurring task, Craft automatically schedules the next occurrence using your chosen repeat configuration, based on the completed task’s schedule.
- This means if you're viewing your calendar, you will only see the next instance of a recurring task after completing the current one.
Reminders for Custom Repeating Tasks
- For tasks with custom recurrence, Craft automatically sets a reminder.
- You can customize the reminder time or disable it entirely if you prefer not to receive a notification.
Recurring tasks ensure that important actions don’t get lost, making it easier to stay organized and on track.