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Recurring tasks in Dock Health

Step-by-step instructions on how to create and manage recurring tasks. How to set task details, enable recurrence, adjust advanced settings.

Updated over 10 months ago

Setting up recurring tasks in Dock Health is simple and helps streamline workflows for repeated processes. Here’s how you can do it:

Steps to Create a Recurring Task in Dock Health:

1. Log into Dock Health

• Navigate to your workspace where you manage tasks.

2. Create a New Task

• Click the “+ Add Task” button or open an existing task you want to make recurring.

3. Set Task Details

• Enter the task name, assignee(s), due date, and other relevant details.

4. Enable Recurrence

• Look for the recurrence or repeat option within the task settings.

• Choose the frequency:

Daily

Weekly

Monthly

Custom (specific intervals)

5. Adjust Advanced Settings (if needed)

• Select whether the task should repeat indefinitely or end after a certain number of occurrences.

• Choose if the new task should be created X days before the due date.

6. Save the Task

• Click Save or Confirm, and your recurring task will now generate automatically based on the selected frequency.

Managing Recurring Tasks

• You can edit or delete a recurring task anytime if schedules change.

• If a recurring task is completed, the next one will be automatically created based on the set schedule.

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