Overview
Have tasks that repeat weekly, monthly, or on a custom schedule? Set them up once as recurring tasks and DoorLoop will handle the rest—no need to recreate them every time. For example, you might create a task to remind yourself to calculate and charge for your management fees every month.
Note: Creating a recurring task is similar to creating a schedule of when you want these tasks to be posted. Similar to how recurring charges work on a lease. You will not see these recurring tasks until the day that they are set to post. This is also the case for the Calendar, where recurring tasks will not appear until the day they post.
The Steps
To create a recurring task, click on Tasks & Maintenance > Recurring Tasks on the main menu.
On the Recurring Tasks & Work Orders page, click + Add New at the top right corner. Then, click "New Task" on the pop-up menu.
On the New Task window, select the option for Recurring Tasks. Then you'll need to enter the following:
Subject: A required field used to summarize the recurring task.
Description: An optional field used to expand on the recurring task.
Start Date: Select the first date you want the recurring task to start.
End Date: Select the date you want the recurring task to stop. Use the Repeat forever toggle if you want the recurring task to never stop. You can edit this later.
Frequency: Select how often you want DoorLoop to create the task.
Number of days until due: Set the number of days after the task is created it should be due. For example, if you create the task on the 1st of the month and it should be completed by the 10th, enter 9 because the 10th is nine days after the 1st.
Status: Set the status you want these tasks to start with, which you can sort for later. The default status is Not Started.
Priority: Set an optional priority of Low, Medium, or High for sorting purposes on tasks pages.
Assignees: Assign one or more users to take charge of these tasks. Check the optional checkbox to Notify Assignee(s) if you want these users to receive email notifications for updates to these tasks. Note that they will also receive an email notification that they were assigned these tasks when they are created.
Related To: An optional field, choose a property and unit related to the recurring task. The created tasks will show up on the Tasks tab of the property you choose.
(optional) Upload any files if necessary.
Click Save to finish.
Now that you’ve created the recurring task, DoorLoop returns you to the Recurring Tasks page where you started. You can click on the recurring task in the list to see the overview, post updates, and edit or complete the task. To learn more about reviewing and editing tasks, check out the article for that here.
Note: Recurring Tasks do not show up in your tasks section until the day that they are set to run and are created by the system. This also means that they will not show up on your DoorLoop Calendar until then.
With recurring tasks in DoorLoop, nothing slips through the cracks—so your operations stay consistent, and your day gets a little easier.
Next Steps
Learn how to update and edit tasks and work orders after they get created on the schedule you set for your recurring tasks and work orders.
Learn how to edit recurring tasks and work orders to change future occurrences of these items.