> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates and recurrence

> Recurring tasks, reusable templates, standard checklists for repeat operations.

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**.

## Recurring tasks

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

<Steps>
  <Step title="Create a normal task">
    Title, assignees, description.
  </Step>

  <Step title="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

    <Frame>
      <img src="https://mintcdn.com/agevole/cM9eEPJE8FVhTNOb/images/task/en/recurrence-dialog.svg?fit=max&auto=format&n=cM9eEPJE8FVhTNOb&q=85&s=346fe03fa27d0ced4a0bb05b7ebe5c67" alt="Task recurrence dialog with frequency and end date" width="1200" height="720" data-path="images/task/en/recurrence-dialog.svg" />
    </Frame>
  </Step>

  <Step title="Save">
    On completion, Arya auto-creates the next instance.
  </Step>
</Steps>

## Task templates

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

### Create a template

<Steps>
  <Step title="Open template settings">
    **Settings → Tasks → Templates**.
  </Step>

  <Step title="New template">
    Click **+ New template**. Fill name, description, subtasks, priority, tags.
  </Step>

  <Step title="Define variables (optional)">
    Use `{{customer}}`, `{{date}}`, `{{owner}}` as placeholders — replaced on instantiation.
  </Step>
</Steps>

### Use a template

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

## Standard checklists (common patterns)

Pre-made templates Arya suggests:

| Template            | Contents                                                                    |
| ------------------- | --------------------------------------------------------------------------- |
| Customer onboarding | Welcome email, access creation, kick-off call, 30-day follow-up             |
| Demo prep           | Requirements check, slide prep, environment test, tech rehearsal            |
| Project close       | Final SAL, balance invoice, customer survey, documentation archive          |
| Employee onboarding | Contract signing, IT setup, office tour, baseline training, 30-day feedback |

## Recurrence and projects

You can create recurrences specific to a [project](/en/projects/overview) (e.g. *"Project status report every Monday"*) — they recur while the project is active and auto-close on project closure.

## Automations

Templates and recurrence integrate with [automations](/en/automations/overview):

* *"When a deal is won → create project → instantiate 'Customer onboarding' template"*
* *"Every Monday 9am → create 'Weekly sales review' task assigned to the sales manager"*

## Frequently asked questions

<AccordionGroup>
  <Accordion title="What if I skip a recurring instance?">
    Arya still creates the next one. The skipped instance stays not-completed — you can mark it as skipped manually.
  </Accordion>

  <Accordion title="Can I edit a template after using it?">
    Yes, but past instances aren't updated. Only new instances use the edited template.
  </Accordion>

  <Accordion title="Can I delete a recurring series?">
    Yes. Open any occurrence → **⋯ → Delete recurring series**. Asks whether to also remove past instances.
  </Accordion>
</AccordionGroup>