Set Up a Recurring Task

If you have a task that repeats on a regular schedule — weekly reports, monthly content updates, recurring admin work — you can configure it as a recurring task instead of creating it from scratch each time.

How to Set a Task as Recurring

1. Open the task you want to repeat from your dashboard.

   

2. Select the Recurring / Repeat option on the task.

   

3. A recurring task pop-up will appear. Fill in the pop-up fields:

   • Title — Pre-filled with the original task title. You can edit it. This field is required.

   • Assign Genie — A dropdown lists all Genies you've previously worked with. The currently assigned Genie (or most recent) is selected by default. You can switch to a different one.

   • Repeat Every — Choose how often the task should be created automatically: daily, weekly, or monthly.

   • Include Options — Check any of the following to carry them over to each new task instance:

     • Priority

     • Subtasks

     • Attachments

   Only the options you check will be copied. Anything left unchecked won't appear in future task instances.

   

4. Click Save / Confirm to activate the recurring schedule. A confirmation message will appear once it's set.

   • To exit without saving, click Cancel.

     

What Happens After You Save

Once saved, the platform automatically generates a new task based on your chosen recurrence interval. Each generated task follows the title, Genie assignment, and any included data you configured.

You don't need to do anything manually — the task will appear on your dashboard at the scheduled interval.

Notes

• All required fields (title, at minimum) must be filled before you can save.

• If any required field is missing, the form will show an inline error message pointing to what needs to be completed.

• You can set up recurring tasks for daily, weekly, or monthly intervals only — no custom intervals (e.g., every 10 days) at this time.