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Recurring checklists

Set up

Play

To set up a recurring checklist, navigate to the checklist template of your choice in the Didit hub. On the right side of the screen you will see a section called “Recurring Settings.” Click the “edit” button to add or change the settings.

A checklist detail view with the recurring settings highlighted.
A checklist detail view with the recurring settings highlighted.

Automated checklist generation

You can define the frequency of your recurring checklist as daily, weekly, biweekly, monthly, quarterly, annually, or biannually. Didit will automatically generate your checklist for you on your start date and time. The app then reuses this date-time combination each time the specified interval lapses, ensuring you have a fresh checklist when you need it. To get a glimpse of upcoming generation dates, simply click “Check” for a convenient preview.

The recurring settings in a checklist template.
The recurring settings in a checklist template.

No duplicate checklists

In order to maintain clarity and efficiency, Didit has a mechanism to prevent the creation of duplicate checklists within the defined interval. For example, if you have a checklist that runs weekly, all generated checklists during the week (outside of the recurring settings) will point to the one checklist generated at the beginning of the interval. This means that if you try to add a recurring checklist to an issue in Jira or a page in Confluence, Didit will show the most recent iteration of your recurring checklist.

In the list of checklist templates, a unique symbol The recurring checklist icon. will now indicate that the checklist is recurring. Additionally, instead of “new checklist”, the button will display “open checklist” The open checklist button., guiding users to the unique checklist for that interval.

The Didit hub manage templates section with an arrow to the icon which indicates the checklist is recurring.
The Didit hub manage templates section with an arrow to the icon which indicates the checklist is recurring.

Multiple assignees

You can also configure multiple assignees in the settings. Didit will notify all assigned individuals and they can collaborate on the same checklist for the interval. This promotes team synergy and ensures users address all tasks efficiently. You can define multiple assignees to notify when Didit creates a new checklist by entering each assignee’s email address. After you type the email address press enter to move to the next assignee email you would like to enter.

The recurring checklists dialogue with the assignees section highlighted.
The recurring checklists dialogue with the assignees section highlighted.

Assignee notification

Once you’ve defined the assignees by email, they will receive notifications about the checklist. This feature makes collaboration easier and ensures that everyone stays in the loop.

The Didit notification that a user receives when they are the assignee for a recurring checklist.
The Didit notification that a user receives when they are the assignee for a recurring checklist.

Pause automatic creation

If you need to pause the automatic creation without deleting your settings, you can set the settings to inactive. Automatic creation of checklists will only occur if the settings are active.

The Didit recurring settings dialogue with the actives settings toggle highlighted.
The Didit recurring settings dialogue with the actives settings toggle highlighted.

Set checklist due date

With your recurring settings, you can automatically set a due date for the checklist based on the creation of the next checklist. This feature is useful if you need to have a checklist completed before the next checklist is created.

The Didit recurring settings dialogue with the due date settings highlighted.
The Didit recurring settings dialogue with the due date settings highlighted.

Examples of recurring checklists

Daily

  • Team standup
  • Review customer feedback
  • Monitor team’s progress in ongoing projects
  • Validate daily operations
  • Update shared team task status
  • Collaborative problem solving session
  • Daily backup of shared data
  • Review and respond to stakeholder communications
  • Check and refill office supplies
  • Update shared inventory.

Weekly

  • Weekly team meeting for project updates
  • Review and adjust project timelines
  • Analyze weekly team performance
  • Revise weekly budget based on team needs
  • Conduct team training session
  • Weekly office maintenance
  • Analyze user behavior for product teams
  • Check for security updates
  • Website performance review for web team
  • Review and revise team goals

Monthly

  • Prepare monthly financial report for team
  • Review and update team strategies
  • Conduct team performance reviews
  • Update team business plan
  • Conduct monthly safety inspections

Quarterly

  • Prepare quarterly financial reports
  • Review and update team goals
  • Conduct quarterly team training
  • IT system maintenance
  • Conduct market trend analysis for strategy teams

Yearly

  • repare annual financial report
  • Audit team inventory
  • Update team policies
  • Conduct year-end team reviews
  • Evaluate yearly team performance metrics

Link to this page: https://seibert.biz/recurringchecklists