Recurring Tasks: Best Practices

Find in this article our best practices for the use of your recurring tasks.

Summary

  1. Modify/Update the frequency of a recurring task

  2. Link metrics to a recurring task

1. Modify/Update the periodicity of a recurring task

⚠️ You cannot modify the periodicity if there is a completion history. You will need to recreate or empty the recurring task.

1.1. If you do not wish to keep your history

You can delete the history: Click on the recurring task > History > Click on the "Done" and "Delete" recurring tasks.

1.2. If you want to keep your history

You must close the recurring task with an end date and create a new one.

2. Link metrics to a recurring task

Recurring tasks are actions to be performed at a determined frequency. You can associate metrics with them to regularly enter data in addition to conducting your checks.

This article details the procedures to follow.