We’ve enhanced the expertise of making and managing recurring duties inside Cover’s Workflow module to offer extra flexibility, context, automation, and accuracy associated to work inside your agency. These enhancements permit customers to create duties to recur on a schedule primarily based on the duties due date (not simply on completion), mechanically create duties inside a specified period of time earlier than a process due date, and set recurring particulars on a template. 

These new enhancements will probably be added to the present performance surrounding recurring duties inside Cover. So don’t fear, the earlier capabilities received’t be going wherever–you’ll simply be capable to do extra to precisely mirror or enhance your present workflow processes in relation to recurring duties. 

Let’s break down every of those new enhancements, to higher perceive the brand new performance and the way they may assist your agency:

Create duties to recur on a schedule: Beforehand, customers solely had one choice to create a recurring process primarily based on completion of a process. With this selection, a process would solely present up on the duty listing after the primary process within the recurrence was accomplished. Customers can nonetheless choose this selection, however they now have an extra choice to create a process to recur on a schedule primarily based on a due date. 

Making a recurring process on a schedule permits customers to pick particular intervals (together with Each day, Weekly, Month-to-month, and Yearly) for duties to mechanically recur on the duty listing primarily based on these specs. 

There are numerous use circumstances the place this may be helpful, however listed below are just a few examples the place this may very well be useful: 

• Month-to-month Bookkeeping Companies – Companies that present month-to-month bookkeeping companies can have duties mechanically created every month to perform any process(s) associated to bookkeeping companies for his or her purchasers that recur. 

• Quarterly Enterprise Tax Prep Companies: – Companies that file taxes on a quarterly foundation for companies can schedule recurring duties to accommodate these companies. There isn’t a quarterly interval possibility, however you’ll be able to simply accommodate this by deciding on Month-to-month, and specifying that you really want the duty to Repeat each 3 months.
• Yearly Tax Prep Companies (companies or people): In case your agency performs yearly tax prep for purchasers, you’ll be able to choose a yearly schedule for these duties to look on the duty listing while you need them to point out up. 

Moreover, customers will be capable to see future upcoming work in that recurrence interval. For instance, if you choose a month-to-month recurrence of the duty beginning subsequent month, you would see the upcoming work in your process listing for the subsequent a number of months even earlier than you end all the work for this month’s process in that recurrence. This is perhaps useful in a scenario the place you should still be engaged on ending subtasks for a selected month, however you additionally begin on subtasks on subsequent month’s work. This will also be useful in planning and viewing future work at your agency.  

Routinely create duties inside a specified period of time earlier than a process due date:

While you create a process on a schedule you can even choose the timeframe of when these duties are created and seem in your process listing. For instance, if in case you have set yearly tax prep duties which have a due date on the tax deadline in April however you need to get began in your work in January, you’ll be able to choose Create process(s) 3 month(s) earlier than their due date. This is able to preserve the due date in April, however mechanically generate the duty(s) in your process listing for that yearly tax prep on no matter date you choose it to start out showing. 

Set recurring particulars on a template:

Creating duties to recur on a schedule have worth in one-off conditions as described above. Nonetheless, there may be extra worth added when Cover customers can apply these to templates. Templates present consistency throughout the agency internally (i.e., making coaching simpler) and externally (i.e., offering constant shopper experiences). 

Enhancing or eradicating recurring duties 

We’ve made it easy to make adjustments to any set of process recurrences. Merely find the newest process (it may be accomplished or not) within the recurrence and open the duty. Inside the person process view, you will note a hyperlink to the Main Recurring Activity on the backside for that set of recurring duties. If you wish to make a change to all duties related to the scheduled recurring process then you definitely’ll have to make these edits on the Main Recurring Activity. In any other case in case you make a change on a recurring process within the collection that’s not the Main Recurring Activity, it’s going to solely make the change for that particular process. 

We touched on a few of these above in describing every new enhancement, however from a excessive stage you’ll be able to get pleasure from the next advantages with this product replace:

Extra Insights: With this new performance, you’ll be capable to achieve extra insights into upcoming work since you’ll be capable to visually see it in your process listing no matter in case you’ve began, accomplished, or are awaiting the work to start out. And as talked about earlier than, you can even get began on future work earlier than present duties are full. 

Time Financial savings & Elevated Effectivity: This may even save time for group members by mechanically producing the duties in your process listing primarily based on the parameters you set. That is particularly pertinent when utilized to templates. 

Higher Worker and Shopper Experiences: Using the brand new recurring duties on a schedule and making use of these to templates will make it simpler to your group members to create constant processes and practice your staff. While you arrange the recurring process on a schedule in a template, you’ll be able to guarantee inside processes are carried out constantly, which will help enhance relationships and construct extra belief together with your purchasers.  

These are only a few examples of the advantages this new function will carry to your agency. We hope that there are extra advantages you’ll expertise that we haven’t listed. 

Out there in Cover for customers with a license to the Workflow module.

Discover ways to apply recurring process enhancements with these step-by-step directions and additional clarification of this new function launch.

Create a Recurring Activity
Create a Activity from the Cellular Dashboard