Recurring Assignments

Where to find it: Sidebar > Work > Recurring

Managers only. This page is hidden for employees, contractors, and accounting.

Recurring Assignments let you set up work that repeats every week so you don’t have to re-create the same assignments manually.

How It Works

1. Create a recurring template with a project, task, assignee, and estimated hours
2. The system automatically generates work items each week based on your templates
3. Generated items appear in the Workload Planner like any other assignment

When to Use It

• Weekly retainer tasks — Regular check-ins, reporting, or maintenance work
• Ongoing internal tasks — Studio meetings, admin time, or recurring reviews
• Consistent client work — Weekly design reviews, status updates, or production tasks

Managing Templates

Navigate to the Recurring page to see all templates. From here you can:

• Create a new template with project, task, assignee, hours, and schedule
• Edit existing templates to adjust hours or assignments
• Delete templates that are no longer needed

Changes to templates only affect future weeks — previously generated work items are not modified.