Introducing Task Recurrence šŸ”

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WhitneyYoung
WhitneyYoung Posts: 27 admin
edited July 17 in Product Discussions

We're excited to announce a powerful feature to enhance your continuous compliance programs: Task Recurrence.Ā 

Hereā€™s how it works:Ā 

Imagine you need to review a sub-control from NIST 800-171 on the last Thursday of every month. Just set up a recurring task with that exact frequency and no end date. Itā€™s fully customizable.Ā 

Plus, each instance will auto-populate fields like task owner, milestones, and objective evidence, and youā€™ll get reminders one week before the due date.Ā Ā 

Youā€™ll also see which tasks are recurring in both your task list and Kanban board for easy identification.Ā 

Hereā€™s a quick demo:Ā 

https://marketing-at-apptega.wistia.com/medias/q8yrwmo4em

Coming soon:Ā 

Task Recurrence is just the start of a revamped tasking system. Soon, youā€™ll be able to adjust recurrence for bulk tasks, customize reminders, andā€”before year-endā€”assign tasks to multiple users and modules, like Risk Manager and Audit Manager, for easier workflows.Ā 

Feel free to share your feedback in the comments or contact your success manager directly for a customized demo.Ā Ā 

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Comments

  • teverson
    teverson Direct Posts: 1 New Here!

    Recurring is a great idea, but became painful for me, today, as we just started our 2025 PCI v4 audit (it cost me an hour or two cleaning things up again this morning). I was showing this to our rep on our quarterly call today, and he suggested I provide this feedback here.

    Two things:

    1 - I LOVE the Kanban-style Task view, BUT, for recurring items, as soon as I closed one, the one for the next cycle immediately popped up into my Open column again, so it made it difficult to see ONLY the items remaining for the current cycle. He showed me that in LIST view, I could filter by dates, so as to only see the current ones, but I prefer the Kanban view.

    2 - I'd like a way to easily take a recurring and revert it back to non-recurring, if needed. To get around issue #1, above, this morning, I essentially had to take all of the recurring ones and DELETE all instances of them, then reimport them from the spreadsheet and NOT mark them as recurring, but in doing that, I had to re-enter all of my supporting comments and re-link my documents. So it cost me some time.

    Finally, he mentioned that you have a bug fix in for Tasks (THANK YOU, because while I can see them in Task Manager, they don't show up in the main Manage program page, so it's difficult from THAT page to mark controls complete, as I keep having to go back and forth between Program management and Task management to confirm my items are completed).

  • WhitneyYoung
    WhitneyYoung Posts: 27 admin

    Hello @teverson, thank you for your continued use of Apptega and product feedback!Ā Ā 

    1. Once the current occurrence is has been completed, is past due, or been deleted, then the next due task will appear. For the due date, we will begin scoping adding date filters to the Kanban view. The filters will likely not be the same as the list view, but rather Past Due, Due Today, Due this Week, Due this Month, etc. Does this help achieve the results you are trying to achieve?
    2. A recurrence can be ended in few ways.
      • Change the number of recurrence to be 1
      • Change the end by date to be the same as the first due date
      • Delete the current and all future occurrence. This option is available using the trash can icon on all recurring tasks

    Please let me know if this feedback helps you fix the issues you mentioned! šŸ™‚

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