TABLE OF CONTENTS

• Preparation and setup
  • Defining recurring periods
  • Timing of recurrence (recurring)
  • Enabling recurring on a phase
  • Copying N/A or input to the next checklist
• Linking to a tag
  • Adding a task and checklist

Preparation and setup

Defining recurring periods

Go to: Task recurring under settings.

Here you create and customise the available recurring periods according to your needs.

Examples can be monthly, quarterly, half-yearly and yearly.

Example of a completed recurring period:

Here the task/checklist applies to the phase "After-sales", repeats every year, and repeats when the task/checklist is completed.

If you cannot find Task recurring under settings, contact support and they will make the necessary activations.

Timing of recurrence (recurring)

There are 3 different trigger points for when a task/checklist repeats in the system:

1. Manually

2. When it is completed

3. On archiving (Contact support to enable the function to archive checklists)

Enabling recurring on a phase

Go to: Phases under settings.

Enable "Recurring" for the phase(s) where you want checklists to repeat:

Copying N/A or input to the next checklist

Go to: Report templates under settings:

Choose whether the system should copy "N/A" choices and/or previous input to the next checklist:

Linking to a tag

Adding a task and checklist

Add tasks and checklists on the relevant tag, on the right side of the screen underwork process.