How do I set up recurring tasks for monthly work?
List the work that repeats on a schedule (content planning, client reports, invoices, backups, reviews), set each as a recurring task with an owner, frequency and due day, and let the system create it automatically. Review the list each quarter. PalmGro Flow supports recurring tasks for agencies.
Work that should never be remembered manually
- Monthly content calendar for each client (25th).
- Monthly client report (5th).
- Invoices for retainers (1st).
- Payment follow-ups (8th).
- Weekly backup of important files.
- Website updates and plugin checks for maintenance clients.
- Quarterly price and package review.
How to set them up
- Name it clearly: "December content calendar – Client X".
- Owner: a role or person.
- Frequency: weekly, monthly, quarterly.
- Due day: the same every cycle.
- Checklist inside: steps from your SOP.
Benefits
- Nothing is forgotten when someone is on leave.
- New team members inherit a working schedule.
- The owner sees overdue recurring work like any other task.
Keep the list tidy
When a client leaves, remove their recurring tasks the same day. When a package changes, update its tasks. See agency SOPs.
How PalmGro Flow helps
PalmGro Flow's agency features include recurring tasks, which create themselves on schedule with the right owner and due date. They appear on the task board and dashboard like any other task, with reminders and overdue nudges.
Questions people ask
Can recurring tasks be linked to a client?
Yes, linking them to the client keeps history and time logs in the right place.
What if a recurring task is not needed one month?
Mark it done with a note or skip it. Do not delete the schedule.
Are recurring tasks only for agencies?
No. Any business with monthly routines, such as GST data, payroll or stock checks, benefits.
PalmGro Flow brings your team, clients, tasks, attendance and money into one place, on phone and computer. Try it free, no card needed.Set it up for your team in minutes.