Overview
You can easily review, update, and reassign recurring tasks, as well as communicate these updates to the assigned users. This ensures everyone remains in the loop and keeps your workflow running smoothly.
The Steps
To edit a recurring task, click Tasks & Maintenance > Recurring Tasks on the main menu.
Find and click on the recurring task 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 will reflect the changes you made.
Delete a Recurring Task
To delete a recurring task or work order, click Tasks & Maintenance > Recurring Tasks on the main menu.
Find the recurring task you want to delete. Click on the 3-dots on the right side of the recurring task line and choose Delete Task.
Your recurring task is now deleted and will no longer post any additional tasks or work orders.