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If certain tasks repeat identically (“Monday team check-in”, “Month-end: KPI report”) or you often create the same lists (“New customer onboarding”), use templates and recurrence.

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Recurring tasks

A recurring task auto-generates at the previous due date with the same properties.
1

Create a normal task

Title, assignees, description.
2

Enable recurrence

Recurrence section → select:
  • Frequency: daily, weekly, monthly, yearly, custom (every N days)
  • Days of week (weekly): Mon-Fri
  • End: never / after N occurrences / by date
Task recurrence dialog with frequency and end date
3

Save

On completion, Arya auto-creates the next instance.

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Task templates

A template is a pre-configured task you instantiate with one click. Useful for repeat checklists.

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Create a template

1

Open template settings

Settings → Tasks → Templates.
2

New template

Click + New template. Fill name, description, subtasks, priority, tags.
3

Define variables (optional)

Use {{customer}}, {{date}}, {{owner}} as placeholders — replaced on instantiation.

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Use a template

In Tasks click + From template → select → fill variables → Create.

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Standard checklists (common patterns)

Pre-made templates Arya suggests:
TemplateContents
Customer onboardingWelcome email, access creation, kick-off call, 30-day follow-up
Demo prepRequirements check, slide prep, environment test, tech rehearsal
Project closeFinal SAL, balance invoice, customer survey, documentation archive
Employee onboardingContract signing, IT setup, office tour, baseline training, 30-day feedback

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Recurrence and projects

You can create recurrences specific to a project (e.g. “Project status report every Monday”) — they recur while the project is active and auto-close on project closure.

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Automations

Templates and recurrence integrate with automations:
  • “When a deal is won → create project → instantiate ‘Customer onboarding’ template”
  • “Every Monday 9am → create ‘Weekly sales review’ task assigned to the sales manager”

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Frequently asked questions

Arya still creates the next one. The skipped instance stays not-completed — you can mark it as skipped manually.
Yes, but past instances aren’t updated. Only new instances use the edited template.
Yes. Open any occurrence → ⋯ → Delete recurring series. Asks whether to also remove past instances.