Schedule Recurring Actions

Set up recurring preventive maintenance actions to automatically generate tasks on a regular schedule. This ensures maintenance routines are never missed and reduces manual task creation.

Before You Start

• You need permission to create actions
• Plan your maintenance frequency based on equipment requirements or operational needs

Recurrence Options

Zeltask supports four recurrence patterns:

Pattern	Use Case	Configuration
Daily	Tasks needed every day	Runs every day from start date
Weekly	Tasks on specific days	Select which days of the week
Monthly	Tasks once a month	Select day of the month
Yearly	Annual tasks	Select month and day

Set Up a Recurring Action

Step 1: Create a preventive action

1. Open the Actions module
2. Click Create Action
3. Set Type to Preventive
4. Fill in title, description, and other basic fields

[Screenshot: Action creation form with Type set to Preventive]

Step 2: Configure recurrence

1. Locate the Recurrence field
2. Select your pattern:

For Daily:

• Select Daily
• Tasks will generate every day

For Weekly:

• Select Weekly
• Choose specific days (e.g., Monday, Wednesday, Friday)

[GIF: Selecting Weekly recurrence and choosing Monday and Thursday]

For Monthly:

• Select Monthly
• Choose the day of the month (e.g., 1st, 15th)

For Yearly:

• Select Yearly
• Choose the month and day (e.g., March 15)

Step 3: Set dates

1. Start Date: When the first occurrence should be created
2. Due Date: Deadline for completing each occurrence

[Screenshot: Recurrence set to Weekly with Start Date and Due Date configured]

Step 4: Complete and save

1. Assign to a user or team
2. Add location, asset, and other relevant fields
3. Click Submit

The system will automatically generate actions based on your schedule.

Recurrence Examples

Weekly Equipment Inspection

Setting	Value
Recurrence	Weekly
Days	Monday, Thursday
Start Date	January 6, 2025
Due Date	Same day

Result: Actions created every Monday and Thursday

Monthly Safety Check

Setting	Value
Recurrence	Monthly
Day	1st
Start Date	January 1, 2025
Due Date	3rd of each month

Result: Action created on the 1st of every month, due by the 3rd

Annual Certification Review

Setting	Value
Recurrence	Yearly
Month/Day	March 15
Start Date	March 15, 2025
Due Date	March 31

Result: Action created every March 15, due by March 31

Managing Recurring Actions

View upcoming occurrences

• Recurring actions appear in your action list as they are generated
• Each occurrence is a separate action that can be tracked independently

Modify the schedule

1. Open the original recurring action
2. Click Edit
3. Update the recurrence settings
4. Click Submit

Changes apply to future occurrences only.

Stop a recurring action

1. Open the recurring action
2. Click Edit
3. Set Recurrence to None
4. Click Submit

No new occurrences will be generated.

Tips

• Start with realistic frequencies—you can always increase later
• Align weekly schedules with shift patterns for better completion rates
• Use monthly recurrence for tasks that don't need weekly attention
• Set due dates that give adequate time for completion
• Review recurring action completion rates regularly to optimize schedules
• Link recurring actions to assets to build comprehensive maintenance history