How do I set up a task that repeats yearly?
To get a task to repeat annually choose the 'Repeat' function
Select “Repeat”
Select “Month”
Using the number field next to the frequency buttons, increase this to the desired number of months e.g. 12 months
Choose a specific date or range of dates.
💡 Note: It’s best to choose the beginning or the middle of the month, as some months have 30 days and some have 31 which can affect the schedule
Select the correct Time Slots for the task to appear
Publish changes
What are the benefits of annual tasks?
By scheduling these tasks ahead of time you ensure that these important tasks won't be forgotten.
What kind of tasks would you use annual scheduling for?
Audits - Lots of our customers have annual or bi-annual audits that they complete in each of their sites as a benchmark for how the sites are doing each year.
Maintenance - Regular check-ups of equipment and sites can help prolong their lifespan and prevent costly repairs, annual check ins can ensure that everything stays in good working condition.
Reminders - Reminders can be set for teams to remind them to do infrequent tasks that tend to slip their mind during the day to day. For example, checking with their manager that their personal information is still correct, or that they don't have any outstanding training.
Reviewing previous annual tasks - Reviewing previous annual tasks will allow you to evaluate successes and challenges within your business, as well as adjust tasks and plans accordingly for the upcoming year.
More information about scheduling tasks can be found here.