Recurring Tasks

For weekly meeting agendas, monthly close, daily checks — recurring tasks generate the cards for you automatically.

Creating a Template

Task detail → menu → Make recurring, or Sidebar → Recurring Tasks → + Template.

• Recurrence: daily / weekly / monthly / specific weekdays or a cron expression
• Start and end date: leave end empty to repeat forever
• Body: title, description, assignees, priority, labels, checklist — all copied each round

When Instances Are Created

• At midnight, that day's instances are generated automatically
• Instances behave like normal tasks on the board
• Editing an instance does not affect the template

Template vs. Instance

• Template: isRecurrenceTemplate=true. Not shown on boards (visible only on the management page).
• Instance: the real task created each round. Shown on boards and calendars.

Handling Unresolved Rounds

When the next instance in a series is created, unresolved instances from the previous round are processed.

• Default: auto-close + notify, so unresolved items don't pile up
• Configurable in template settings

Next Steps

• To pair recurring tasks with a recurring meeting, see Meetings and AI Summaries.