Recurring Tasks

With recurring tasks you set up schedules that have Locari create new tasks automatically — daily, weekly, monthly, or yearly. Mandatory appointments like smoke detector servicing or operating cost statements will never slip through the cracks.

Common Tasks

• Create a new schedule
• Edit or pause a schedule
• Delete a schedule
• Link a schedule to a template
• Manage task templates

How to

Create a new schedule

1. In the Tasks section, open the menu in the top-right corner and select Recurring tasks.
2. Click New schedule.
3. Enter a Task title, e.g. "Smoke detector service Q1".
4. Choose a Recurrence pattern — e.g. Yearly.
5. Optionally assign a Template to inherit all default values.
6. Set the Type and Priority — e.g. Smoke detector maintenance / High.
7. Click Create — the schedule is active immediately and the next run time is calculated.

Example: Markus sets up a "Legionella test" schedule (Pattern: Yearly, Priority: High) for all 45 units in his portfolio. Locari creates the task automatically every year and makes it visible to his team.

Edit or pause a schedule

1. In the schedule list, click the three-dot menu (···) for the schedule you want to change.
2. Select Edit — all fields are editable in the dialog: title, pattern, type, priority, due offset.
3. To pause, deactivate the Active toggle — the schedule is kept but no longer creates tasks.
4. Click Save. The next run time is recalculated.

Delete a schedule

1. In the three-dot menu, select Delete.
2. Confirm — the schedule is permanently removed. Tasks already created remain in place.

Link a schedule to a template

1. When creating or editing a schedule, choose an existing template in the Template field.
2. The template's default values (title, type, priority, due days) are copied into the schedule.
3. Individual fields can be overridden — the template is just a starting point.

Views and Fields

Schedule list

Each entry shows:

• Schedule title
• Recurrence pattern (Daily / Weekly / Every 2 weeks / Monthly / Quarterly / Yearly)
• Next run time
• Last run
• Status: Active / Inactive
• Linked template (if set)

Edit dialog — all fields

• Task title — required, max. 255 characters
• Description — optional
• Type — any task type
• Priority — Low / Normal / High / Urgent
• Assignment — Entire team or specific person
• Recurrence pattern — Daily, Weekly, Every 2 weeks, Monthly, Quarterly, Yearly
• Day of week — for weekly patterns (0 = Sunday … 6 = Saturday)
• Day of month — for monthly/yearly patterns (1–31)
• Due in (days) — optional offset: task due X days after creation
• Active — toggle schedule on/off

Audit and History

Every automatically created task appears in the task list with the actor "Locari AI" and the creation timestamp. The schedule itself records the last run time (last run).

Retention: Schedules and the tasks they produce are stored separately. Deleting a schedule does not remove the individual tasks already created.

Permissions and Multi-select

• View schedules: all team members.
• Create and edit schedules: all team members.
• Delete schedules: only administrators — the action is irreversible.
• View inactive schedules: use the toggle in the list. To filter and sort all tasks created by schedules, use the Task list — filter by type, priority, and status.

Related Pages

• Tasks overview
• Create a task
• Task templates
• Rental units
• Properties