How to set a recurring task & assign it to the concerned?

Follow the steps below to set a recurring task and assign it to the concerned:

1. Login to ADDA >>  Admin >> Projects & Meetings >> Setup

2. Enter task categories like housekeeping, parking, Data management etc. And click ‘Save changes‘.

3. Now click on Tasks tab.

4. Click on ‘Add task‘ button.

5. Enter task description, Assign to member, select a task category.

6. Select begin date and due date for the task.

7. Tick Mark  the check-box ‘Recur‘. Select daily, weekly or monthly recursion as required.

8. Click on ‘Add task‘ button.

Hence the task will get added and listed under ‘Tasks’ tab.
Note: Before assigning the task to a member, make sure the member have access to Projects,Meetings & Tasks module.

• Related Articles

• How to post recurring expenses for a vendor?

  Please follow the steps below to post recurring invoices: Step 1: Log in to ADDA -->> Admin -->> Expense Tracker -->> By Vendor Step 2: Select the Vendor you wish to post a recurring invoice for -->> Click on the "Invoice" Button Step 3: Enter the ...

• How Can I Post Recurring Invoices?

  Please follow the steps below to post recurring invoices: Step 1:Login to ADDA>>Admin>> Income Tracker >> Member Income. Step 2: Select the Unit you wish to post a recurring invoice >> Click on the "Invoice" Button. Step 3. Enter the amount, account, ...

• How to set escalation for Helpdesk requests?

  A Request can be auto-escalated to the person on the next level/Admin when no update happens to it within a certain time frame set by the Admin. The minimum time in which a Complaint can be escalated is 1 day. Requests can’t be escalated if there is ...

• How can I set automatic meeting alerts for all attendees?

  Follow the steps below to set automatic alerts for all attendees: 1. Go to Admin >> Projects & Meetings >> Meetings 2. Click on 'Create Meeting' button or 'Edit' in case of existing meeting. 3. Scroll down. Here you can see option to 'Send Alert ...

• How to edit or end a task?

  Follow the steps below to edit or end a task: 1. Go to Admin Dashboard >> Projects & Meetings >> Tasks 2. Click on ‘Edit’ corresponding to the task to be edited. 3. Make the required changes like extend the due date or change the recursion period or ...