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Set up recurring assignments

Save tasks that repeat, and choose the times, days and positions for each.

Templates add the same tasks to the board on the days you pick.

Create or edit a template

  1. In the left sidebar, click Settings, then Assignments.

  2. Click your department tab.

  3. Click New assignment, or Edit on a template.

  4. Enter the Assignment name and Area.

  5. Pick one or more Times of day.

  6. Check the Weekdays it should run.

  7. Pick the Eligible job positions.

  8. Click Save.

Archive or restore a template

  1. Click Archive on the template, then Archive again.

  2. To bring it back, click Restore under Archived assignments.

Good to know: Changes only show on days you add templates to after saving. Days already on the board stay the same.

Common questions

Why isn't my template on the board?

Check its Weekdays and department tab, and that it isn't archived. Then use Add templates on that day.

Do I pick the staff member here?

No. You pick people each day on the Assignments page.

What does the number on each tab mean?

How many active templates that department has.

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