Recurrence Task

A recurrence task is created to repeat the same task either specific days in a week, daily, weekly or monthly.  

How to Create a Recurrence Task: 

1) Select "Field Service>Recurrence"

2) Select  

3) Fill out the new task 

1 - Assign the employee - Recurrence can be assigned to only one employee.

2 - Select how often you want the task to repeat

3 - Select a single task or a multi-task through the day

4 - Name the task

5 - Add the address and set the radius around that address. 

6 - Set the date/time. Additionally, you can set up Admissible delay, Visit duration and Ignore random visits with duration less than. 

7 - Add the description notes for the task. 

8 - Add your digital form to the task. 

Once these fields are completed, select "Save" 

Recurrence task will appear in the Recurrence task list

How to manage your Recurrence Task: 

​

Recurrences can be grouped by period, employee, address, and filtered by the employee.

To edit a table with recurring tasks, click on the “Manage a task list” button and select the columns you need.

Recurrences can be deleted individually or in groups. To delete several recurrence tasks, you should check them and press the “Delete the selected recurrences” button in the upper right corner of the recurrence table.

The already created recurrence task can be changed by pressing the “Edit” button at the necessary recurrence in the list. After that, the usual menu for creating a recurrence task will appear.

If you have any questions, please contact support on 1300 735 797 or email support@connectfleet.com.au

• Related Articles

• Route Task

  Besides single tasks, you may create route tasks. It is very convenient in case an employee should visit several places on the same route. The function helps to estimate the convenience of the route and correct it. To create a route task: 1) Select ...

• Task Report

  Task report provides you with information on the statuses of the tasks created by dispatchers and/or supervisors and assigned to the employees. To create a Task report:  1) Select "Report" 2) Select "Create Report"  3) Select "Task Report"  4) Select ...

• Task Form Value Report

  This report will display information about all forms submitted when employees complete tasks via the X-GPS tracker application. To create a Task Form Value Report:  1) Select "Report" 2) Select "Create Report"  3) Select "Task Form Value"  4) Select ...

• Route Task Status

  Unassigned - a task has not been assigned to anyone. Assigned - an employee has been assigned the task.  Arrived - an employee has arrived at the task location in due time. He didn't complete yet. Arrived should be only if the device in the area more ...

• X-GPS Tracker - Viewing Task on a mobile device

  This feature work and communication with your employees. Now you can remotely assign tasks to your employees. The application will automatically notify the employee about adding new and changing existing tasks. For example, if you suddenly change the ...