Recurring Tasks
How Recurring Tasks Work
Recurring tasks allow you to automatically create new tasks with the same properties and due dates based on a specified interval. Instead of manually creating a new task for each recurring event, you can set up the recurrence interval once, and the system will handle the rest. This feature can save you time, reduce administrative overhead, and ensure that critical tasks are not overlooked.
Example Tasks
Here are some examples of tasks that legal teams often handle and how the recurring task feature can be useful:
- Contract Renewal: As a legal team, you may have contracts that need to be renewed annually or on a specific schedule. By setting up a recurring task with an annual recurrence interval, you can ensure that you are notified and can take the necessary steps to initiate the contract renewal process.
- Regulatory Filings: Legal teams often have ongoing regulatory filing requirements. These filings may need to be submitted monthly, quarterly, or annually. By using recurring tasks, you can automatically generate reminders for each filing deadline, ensuring that you stay compliant with regulatory obligations.
- Litigation Deadlines: Legal teams involved in litigation need to meet various deadlines, such as discovery deadlines, motion filing dates, or trial preparation milestones. By setting up recurring tasks with appropriate intervals, you can ensure that key deadlines are captured and that you have sufficient time to prepare for each stage of the litigation process.
Recurrence Options
The recurring task feature offers several interval options to suit different scheduling needs. The dates are anchored to the last date, meaning that if the specified recurrence falls on a date that does not exist in a particular month (e.g., 31st), it will be adjusted to the last valid date of that month. Additionally, new tasks will not be created for dates that have already passed.
| Recurrence Option | Description |
|---|---|
| None | No recurrence. |
| Daily | Tasks repeat every day. |
| Daily No Weekends | Tasks repeat every day. Skips weekends |
| Every 7 Days | Tasks repeat every week. |
| Every 14 Days | Tasks repeat every two weeks. |
| Monthly | Tasks repeat every month on the same day. |
| Monthly No Weekends | Tasks repeat every month on the same day. Skips weekends |
| Quarterly | Tasks repeat every three months. |
| Quarterly No Weekends | Tasks repeat every three months. Skips weekends. |
| Yearly | Tasks repeat once a year on the same day. |
| Yearly No Weekends | Tasks repeat once a year on the same day. Skips weekends |
Creating New Tasks
A new task will not be created until the current task associated with the recurrence has been marked as "completed". This ensures that you can focus on the active task and avoid cluttering your task list with unnecessary duplicates. Once the current task is marked as "completed", the system will automatically generate the next task based on the specified recurrence interval.
Using AutoTasks to set recurring tasks
A task template in AutoTasks cannot be set as a recurring task , however when that template is applied to a matter, an individual task can be set as recurring at that time.
Note: AutoTasks is available on the professional subscription level. Click here to learn more about the pricing plans. If you would like to upgrade your plan, click here to learn more.
Conclusion
The recurring task feature is a powerful tool for legal teams to manage their workload effectively. By automating the creation of tasks for recurring events, you can save time, reduce administrative overhead, and stay on top of critical deadlines. Whether it's contract renewals, regulatory filings, or litigation milestones, recurring tasks can help you stay organized and ensure that important tasks are never overlooked.
If you have any questions or need assistance with the recurring task feature, please reach out to our Support team here or email support@xakiatech.com