Recurring Tasks

Define how often a task should repeat:

• Daily - for tasks that need doing every working day
• Weekly - specify which day of the week
• Monthly - on a specific date or day of the month
• Yearly - annual tasks tied to fixed calendar dates

Each pattern can be configured with lead times and due dates relative to the recurrence date, so tasks appear in your workload at the right time.

Due dates that fall on weekends or bank holidays are automatically adjusted. Configure how each task handles non-working days:

• Skip - don't generate the task if it falls on a non-working day
• Move before - bring the due date forward to the previous working day
• Move after - push the due date to the next working day

Holiday calendars are built in, so HMRC deadline adjustments and bank holiday awareness work automatically.

Not all recurring tasks follow fixed calendar dates. Many depend on client-specific dates - year-end, VAT quarter, corporation tax period. Recurring tasks can be triggered by:

• Built-in client dates like year-end
• Custom field dates you define yourself

When a task is triggered by a client date, each client gets their task generated relative to their own date. A client with a March year-end gets their annual accounts task at a different time from a client with a December year-end.

Control which clients a recurring task applies to:

• All clients - every active client gets this task
• Specific clients - manually select which clients are included
• Clients with specific services - tasks are generated automatically for any client subscribed to the linked service

Service-based association is the most powerful mode. When a client accepts a proposal for a service, all the associated recurring tasks start generating automatically.

Recurring tasks can be linked to billable services. This connects the work being done to the fees being charged, giving you visibility into which tasks relate to which revenue.

When services are set up with recurring tasks, the entire chain from proposal acceptance through to task generation is automated.

Sodium generates recurring tasks automatically based on your configured schedules. The generation engine includes built-in deduplication - if a task for a specific client, period, and template already exists, it won't be created again.

This means you can safely re-run generation or adjust schedules without worrying about duplicate tasks cluttering your workload.

Recurring task templates can be assigned to specific users or task teams. When tasks are generated, they inherit the assignment from the template, so work is distributed to the right people automatically.

Assignment can also reference the client's manager or partner, so tasks route to whoever is responsible for that client relationship.

Recurring task templates support checklists for lightweight step tracking and can have workflows attached for more structured multi-step processes.

When a task is generated from a template, the checklist items and workflow steps are created along with it. Every instance of the task starts with the same structure, ensuring consistency across your practice.

Use saved views with the "include projected tasks" option to see recurring tasks that haven't been generated yet. This gives you a forward-looking view of your workload, helping with capacity planning and resource allocation.