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<aside> 💡 Purpose

Some things need to happen like clockwork on a regular basis. Instead of needing to remember to create a ticket for it every time, you can schedule tickets to automatically recur on a custom schedule. And a checklist can be a very effective way of working through tasks, so we put these two together.

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<aside> 📍 Navigation

In the menu simply go to Ticket Management and click on More.

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<aside> 👉 A few sample use cases: change the pool filter once a week; checklist for turndown service; quarterly fire drill requirements

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How it works:

1. Next to the create ticket button, click More and select Create recurring ticket

   

2. Use the pop-up form to create and schedule the perfect ticket

3. Name the task, list the location for it, and add notes to describe what it is

1. To make it recur, add a schedule by clicking the calendar icon in the Schedule section. Alternatively, you can create them without a schedule to use on demand only (i.e. click to create when you need one).
   1. Choose to repeat every X days/weeks/months years
   2. Within that you will be able to choose the day of the week / month / year to repeat on.
   3. Select the time for it to be created at on each occurrence

1. Create checklist items that you would like to be completed on this ticket.
   1. Add as many as you'd like by typing a task and clicking the green check mark.
   2. Adjust the order using the up/down arrows, and delete tasks with the red X

1. You can even pre-tag departments and/or staff to receive alerts every time this ticket gets created.

1. Click "Save" when done.

Attaching Files & Tagging Categories for Recurring Tickets