Creating a Recurring Preventive Maintenance Task

[Gregg Leshman]

Can a recurring date maintenance task be created? Example- a generator test was just completed in Feb.  I want to mark it as Completed for 2023 and I want to track it again to open in Feb 2024.  Is that possible? 

[Mike - Dreamsuite Consulting]

Hi Greg, I have pre-built automation libraries for the following recurring task scenario:

Recurrence of tasks set daily, weekly, monthly, 6  monthly, yearly.  New card created.
Upon completion of a card, reset the date to a years time (as your example mentions)

I would tend to side with making a new task for each recurrence but it depends whether you want to track information year on year to see what has occurred at each maintenance.  Is that something you need?

[Beverley]

Hi Gregg - welcome to the community!

An option is to use Automation to create a Calendar command to perform an action on a specific date every year.

As an example, you could set up a command that creates a new card called ‘Recurring Preventative Maintenance’ every year on the 1st February.

There is a guide available with more information about Calendar commands.

I hope that helps!