Tasks by planner and to do recurring manual#

Tasks by planner and to do recurring manual#

Manual payments: Most of my bills are on autopay or have a specific due date that I am aware of, but I do currently have one bill that is a one off-manual payment where the due date varies and I like to track that I paid it each month and the date I did so. Posting new freebies: This is a task I do each month but the day I do it may vary, so I track it for my own peace of mind. Washing my car: I don’t have a set schedule for washing my car, but I do like to track the last time I did it so I know how long it has been. It’s something I try to get to once a month.

Here are some examples of the Recurring Monthly Tasks that I track:ĭog grooming, nails, teeth: I do my dog grooming myself, which consists of bathing, cutting nails, brushing teeth etc but I don’t always do these tasks together or on a set date.ĭog Food: I make my dogs wet food, and one batch usually lasts me around 6 weeks, so I like to track the last time I made the food to help me anticipate when I may need to do it next.īusiness Finances: This means going through and totaling up all my income and expenses to make tax time a little easier. I personally like to keep track of when I complete these sorts of recurring tasks on their own tracker for piece of mind that I know things are getting done and so that I have a reference of what date each month I did the task, if it’s important to keep that information. They could be payments or bills, but they can also be life tasks that you only need to work on about once a month, and even in those cases, they may not happen on a specific set schedule. Recurring monthly tasks are those items that we only need to do usually once a month or perhaps less frequently. When any team member marks a task “Complete”, it is marked complete for all team members.Today, I want to give you a peak inside my planner to see how I track recurring monthly tasks, and the insert I use to keep this information organized for me. They will all see the task in their Assigned to you list when they open Tasks. You can assign up to 11 people to a task. Select a task title to view task details, and assign it by selecting the Assign to icon and then selecting a name. If you don’t see the name you want, begin typing it.įor published lists, you can edit any of the detail fields except for the task title and notes. You can't delete published tasks. For example, you may want to sort by Priority to assign the highest priority tasks first, or by Assigned to to view the workload of each staff member. Note the column headings: Assigned to, Priority, Due, and Bucket. You can sort the list by any of those headings to focus on different aspects of your team’s work.

Under Task title you’ll see a list of all the tasks for your team, both published tasks and shared plans. Published tasks are marked with a hierarchy icon. Instead, each plan is listed under Shared plans-just select a plan to see its tasks, assign them, and so on. Note: Tasks that are part of shared plans, not published lists, aren't listed in the general Tasks list.