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 →