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Task templates and recurring tasks

Reuse checklist templates and schedule recurring operational tasks — without turning Operations into a second finance system.

Templates

Templates capture repeatable checklists for cleaning or other task types. Manage them on the Templates tab when you have task_templates.view / manage.

Recurring

Recurring rules generate tasks on a schedule (Recurring tab; recurring_tasks.view / manage). Use Run generation when offered to materialize due work.

Reopen / re-clean

When a completed cleaning needs another pass, use reopen / re-clean actions on the task when shown — then reassign and complete with fresh evidence.

Next step

Daily runbooks, housekeeping, maintenance, inspections, and task evidence.

More Operations guides →

Related guides

  • Operations overview

    Housekeeping and maintenance run on OperationalTask — one task system with work views, checklists, evidence, and optional AP linkage.

  • Housekeeping workflow

    From checkout to cleaning task, assignment, checklist, evidence, and readiness — using OperationalTask cleaning/turnover types.

  • My Work, queues, and filters

    Use My Work, Everyone, Unassigned, property filters, and assignee workload cues to run the Operations board.