Recurring Tasks

Motion.io's Recurring Tasks feature allows you to create tasks that repeat on a specified schedule. Once set to recur, these tasks are automatically assigned to clients or team members on the schedule you designate, reducing the manual effort required of your team and ensuring you can meet ongoing clients' needs.

This guide will walk through how recurring tasks work, how to create them, and how to start, stop, and edit recurring tasks.

How to Create Recurring Tasks

Motion.io's Task Composer allows you to create both recurring client tasks and recurring internal tasks. To create a recurring task, open a project or template, navigate to the "Tasks" page, and click the "Create Task" button. Then, navigate to the "Task Options" section on the right of the composer and toggle on "Task Recurs."

In the modal, select the day of the month and time of day on which you want the task to recur. After you click "Done," the Task Composer will update to include two bracketed text fields above both the title and description. The section below will explain how these fields work and how you can use them.

Dynamically Populate Day and Month Information in Recurring Tasks

After starting a recurring task, Motion.io will create duplicate versions of it on the schedule you define. To help your team and clients clearly distinguish between a recurring task assigned in the current month vs. the previous month, you can use the bracketed text fields — {{dayOfmonth}} and {{month}} — to automatically populate that information in the task's title and description.

Managing Recurring Tasks

• Parent Task: Immediately after saving a task where you toggle on the "Task Recurs" option, the "Parent" of the recurring task is all that will be visible in your admin view of the project. The Parent is where you can start or stop a task from recurring and modify what information the future version it creates will include. The "Parent" of a recurring task is not visible to clients in their Motion.io portals.
• Child Task: On the schedule you define, a task set to recur will create a duplicate version of itself. These duplicates—or "Children"—are what your client will see when completing a recurring task in their portal and operate identically to all other tasks in Motion.io.

How to Start Recurring Tasks

To start a recurring task, click on its status label and select "Start recurrence." After a recurring task is started, it will automatically create duplicate versions of the parent task on the schedule you defined.

How to Stop Recurring Tasks

To stop a recurring task, click on its status label and select "Stop recurrence." Once a recurring task is stopped, no new child tasks will be created.