Overview
You can easily review, update, and reassign recurring tasks and work orders, as well as communicate these updates to the assigned users. This ensures everyone remains in the loop and keeps your workflow running smoothly.
(For example, you might change the end date or frequency of a recurring task, or assign a different user to these tasks.)
The Steps
Edit a recurring task or work order
To edit a recurring task or work order, click Tasks & Maintenance on the main menu and then click Recurring Tasks.
Find and click on the recurring task or work order you want to edit. On the Edit Recurring Task window, update anything you need to change, and click Save when you are done.
(Review this article on Creating Recurring Tasks to refresh your memory on the settings for recurring tasks.)
Good work! All future occurrences of these tasks and work orders will reflect the changes you made.
Delete a recurring task or work order
To delete a recurring task or work order, click Tasks & Maintenance on the main menu and then click Recurring Tasks.
Find the recurring task or work order you want to delete. Click on the 3 dots on the right side of the recurring task or work order line and choose Delete Task.
Your recurring task or work order is now deleted and will no longer post any additional tasks or work orders.
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.