Skip to content
Samvise.Help

Recurring Tasks

Set up tasks that repeat automatically on a schedule

Recurring Tasks

Recurring tasks help you manage routine work, habits, and regular commitments without manually creating the same task over and over.

What Are Recurring Tasks?

A recurring task repeats on a schedule you define. Perfect for:

  • Daily standup meeting prep
  • Weekly report writing
  • Monthly expense reviews
  • Gym sessions three times a week

Each occurrence appears on your calendar and can be completed or skipped independently.

Two Kinds of Recurring Tasks

Fixed-time — you set a specific time of day (e.g., "gym Mondays at 7 AM"). Each occurrence gets a locked block at exactly that time. The scheduler never moves it.

Flexible — you don't set a time. The scheduler places each occurrence within the task's time window, alongside your other work, wherever it fits best.

Creating a Recurring Task

Via Task Form

  1. Click "+ New Task"
  2. Fill in task details (title, description, priority, etc.)
  3. Turn on recurrence and choose the pattern
  4. Set an end condition (or let it repeat indefinitely)
  5. Optionally set a start time to make it fixed-time
  6. Create the task

Via Chat

Tell the AI about the repeating pattern:

  • "Create a daily task to review emails at 9 AM"
  • "Add a weekly task to write a status report every Friday"
  • "I need a monthly reminder to review expenses"
  • "Gym every Monday, Wednesday, Friday at 7 AM for 8 weeks"

Recurrence Patterns

Daily

Every day — repeats every single day

Every X days — custom interval (e.g., every 3 days)

Example: "Water plants" — every 3 days

Weekly

Specific days — pick which days of the week

Example: "Gym workout" — every Monday, Wednesday, Friday

Every X weeks — custom interval on your chosen day(s)

Example: "Team retrospective" — every 2 weeks on Monday

Monthly

Specific date — same date each month (e.g., the 15th)

Example: "Submit expense report" — 15th of each month

Relative day — a position in the month (e.g., second Tuesday)

Example: "Monthly planning" — first Monday of each month

Every X months — custom interval

Example: "Quarterly review" — every 3 months

End Conditions

Never End

The task continues repeating indefinitely. Good for ongoing habits and routines. You can always stop it later.

End After X Occurrences

Repeats a fixed number of times, then stops.

Example: "Write blog post" — every week for 12 weeks

End By Date

Stops repeating after a specific date.

Example: "Project status update" — every week until March 31

Managing Recurring Tasks

On the Calendar

Upcoming occurrences appear as blocks on your calendar — at their fixed time (fixed-time tasks) or wherever the scheduler placed them (flexible tasks). The schedule is planned about two weeks ahead on a rolling basis.

Skipping an Occurrence

To skip a single date without affecting the rest of the series, use "Skip this occurrence" on the task or occurrence — or ask in chat: "skip tomorrow's gym session." The rest of the schedule is untouched, and you can unskip if you change your mind.

Editing the Recurrence

Editing the recurrence pattern (with ⌘E in the task detail, or via chat) applies to all future occurrences. Past occurrences are unchanged.

Stopping Recurrence

End the recurrence to make the task one-off again — future occurrences are removed from the calendar.

Recurrence and Time Windows

Recurring tasks respect time windows like any other task:

  • A flexible recurring task in the "Work" window is only scheduled during work hours
  • Fixed-time occurrences sit at their exact time, locked

Use Cases and Examples

Daily Routines

Morning planning

  • Recurrence: daily
  • Time: 9:00 AM (fixed)
  • Duration: 15 minutes
  • Time window: Work

Weekly Tasks

Team status report

  • Recurrence: every Friday
  • Duration: 1 hour
  • Priority: High

Weekly planning

  • Recurrence: every Sunday
  • Duration: 30 minutes
  • Time window: Personal

Monthly Tasks

Expense report submission

  • Recurrence: monthly on the 15th
  • Duration: 30 minutes
  • Time window: Work

Project-Based

Sprint planning

  • Recurrence: every 2 weeks on Monday
  • Duration: 2 hours
  • End condition: by date (project end)

Client check-in

  • Recurrence: every week on Thursday
  • Duration: 30 minutes
  • End condition: after 12 occurrences (3-month contract)

Best Practices

Start Simple - Begin with basic daily/weekly patterns before creating complex rules.

Use Appropriate End Conditions - Don't let tasks recur forever if they're project-specific.

Fix the Time Only When It Matters - If the exact time isn't important, leave it flexible and let the scheduler fit it around your day.

Review Regularly - Check your recurring tasks monthly and remove ones you're not completing.

Don't Overuse - Not everything needs to be recurring. One-off tasks are fine.

Common Issues

Missed occurrences piling up

If you're regularly not completing a recurring task, consider reducing its frequency, shortening it, or removing the recurrence.

An occurrence didn't appear

Check that:

  • The end condition hasn't been reached
  • The date wasn't skipped
  • For flexible tasks: the time window has open hours on that day

Next Steps

Learn about: