Build your recurring task checklist.

How to build your recurring task checklist

1. 1

   Describe the job

   Keep each repeat task's occurrence, owner and completion evidence distinct.

2. 2

   Review the first version

   Choose how the operations coordinator records the recurrence and how the request owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your recurring task checklist

• Keep the recurrence in context

  Keep recurrence, occurrence, due date, assigned owner, completion evidence and missed reason together so the next person can understand the request or record.

• When the next step needs a decision

  The monthly filter check is completed in June but missed in July. Store two occurrences so June's evidence cannot satisfy July's checklist; keep the missed occurrence visible.

• Keep missed reason visible

  Leave the missed occurrence visible when the next scheduled task is created.

• Choose what each person needs

  Give the operations coordinator a working view and the request owner a review view. Keep recurrence and occurrence attached to the decision as the work moves between them.