Often we do the same kind of stuff on a recurring basis. We might have a weekly goal review, a daily team standup meeting, or a monthly family night.
Why You Should Automate Reocurring Tasks
Managing these and other recurring tasks that you might have can help boost productivity by automating menial tasks that take up time. This allows you to focus your energy on what’s important.
For example, take a retail sales manager that has daily conference calls with a team of executives that are followed by weekly check-ins with his team.
By having a pre-set appointment for the the daily calls the retail sales manager and all executives automatically have the call scheduled every week, without ever having to re-write the task.
Scheduling Reoccuring Tasks In Priority Matrix
Handling reocurring tasks in Priority Matrix is simple and easy!
Here are the steps:
- Create the task (it might be, “weekly sales team call”, “Monday blog post” or “check Google analytics”)
- Set the due date for whatever day/time you do that task
- Select “repeat”
- Choose the frequency that you repeat the task (daily, monthly, etc.)
When you check the task as complete, a new task with a future due date will automatically be generated!
Reoccurring Tasks
Priority Matrix helps you manage reoccurring events. When you set a due date for an item, you are given the option to select a reocurring pattern, choosing from Daily, Weekly, Monthly and so on.
Once you’re done with that item and mark it as complete, a new copy of the item will be automatically generated for you, with the new due date in place.
This way you can easily see what’s coming next, and be prepared.
In the case of a reoccurring project, for example, a retail sale that occurs every year on Black Friday. Priority Matrix can also help you by saving the information for that t specific project (and all of the tasks within it) so that you can re-use it any time.
Reoccurring Projects
For the reoccurring projects feature, simply pick which project you would like to repeat, and then select ”save project as templage”
This means that all tasks, assignees and timelines will be saved. The next time you repeat that project (another example of this is onboarding a new employee), simply select “create project from template”, and choose your project.
With a pre-set reoccurring project template ready and set, you will save planning time usually spent when you start a project. Imagine, having an entire project plan laid out without having to spend more than 1 minute assigning tasks to your team.
You can also add notes to yourself and your team within the template to help keep track of everything that went right and everything that went wrong; this way you and your team will be able to remember what you need to repeat for the next year and what needs to be changed.
More examples of reocurring projects you might use Priority Matrix templates for:
- New Hire Onboarding – make each step an item, like watching training videos and filling out the 1-9 and assign the project to them. Re-use this template every time you make a new hire.
- New Client Audits – if you run a content marketing or SEO agency, you might have a list of steps you take to evaluate client sites every time you take on a new client. Make this a checklist in Priority Matrix and re-use it every time you get a new client.
- Annual events – like fundraisers, retail sales, even company trips you need to plan for.
Try Priority Matrix for free and see how the recurring tasks feature will help boost you and/or your team’s productivity!