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Org Operating Systems

Recurring Tasks (lite)

Weekly standups, daily reminders, monthly check-ins: these are recurring tasks. Don’t waste time adding these to your org operating system one at a time. Instead, set up a recurring task.

This method will allow you to create a template task - one instance of a recurring task - and add as many of them to your to-do list as you like.

There are more robust ways of creating recurring tasks in Coda, but this is one of the easier methods.

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Publish Date

Instructions (
`see video`⁠
for full walkthrough)

create a table called

Recurring Tasks⁠

with columns for:

Task Name: whatever you want to call the task

Task Notes: instructions, meeting agenda, reminder notes, etc.

Who’s Responsible: the person or people who will perform the task or attend the meeting

Task Duration: an estimate of how long the task will take to complete or the duration of the meeting

First Occurrence: the date of the first task

Interval Between Occurrences: the number of days between recurring tasks (e.g. “7” for weekly tasks)

Number of Occurrences: the number of recurring tasks you want to add

Create Recurring Tasks: a button to create the tasks - see formula 1

I also like to add a column that shows the date of the last recurring task from previous run cycles - see formula 2

if you don’t already have a primary tasks table to manage your work, you’ll need to create one like

My Tasks (recurring tasks)⁠

I like to create a button above the recurring tasks table to make it easy for the user to add a new recurring task. All it does is:

add a new row to the

Recurring Tasks⁠

table

pass the name of the current user to the “Who’s Responsible” column, and

open the recurring task for editing

Formulas

⁠

New Recurring Task

⁠

Recurring Tasks

Recurring Tasks

Task Name

Date of Last Remaining Recurring Task

See Details

Task Notes

Pick up the Supplies

Fri, Aug 5, 2022, 11:00 AM

See Details

Drive the delivery van to the depot

pick up the supplies

come back and unload

task example

Thu, Sep 15, 2022, 2:00 PM

See Details

Review Weekly Task List

none remaining

See Details

Review

DB Tasks⁠

for the week and escalate anything I won’t be able to complete on time

Weekly Meeting with my Direct Report

none remaining

See Details

Agenda

remind them how awesome they are

discuss any issues & reflections

professional development

none remaining

See Details

none remaining

See Details

There are no rows in this table

⁠

My Tasks (recurring tasks)

My Tasks (recurring tasks)

Task Name

Status

Task Notes

Who's Responsible

Duration

Task Start

Take Inventory

count items

log the count

3 hrs

Pick up the Supplies

Drive the delivery van to the depot

pick up the supplies

come back and unload

1 hr

Fri, Aug 5, 2022, 11:00 AM

Order Low Stock Items

flag items with stock below threshold

find vendor

order items

1 hr

Stock the Shelves

find low stock items in shipment

stock those items on the shelf

2 hrs

Buy party groceries

make a list

check it twice

go shopping

2 hrs

Fri, Jul 29, 2022, 9:00 AM

Make this week’s Coda Curious

create page

build Conditional Buttons

make video

publish and post

2 hrs

Tue, Jul 26, 2022, 9:00 AM

Pick up the Supplies

Drive the delivery van to the depot

pick up the supplies

come back and unload

1 hr

Fri, Jul 22, 2022, 11:00 AM

Pick up the Supplies

Drive the delivery van to the depot

pick up the supplies

come back and unload

1 hr

Fri, Jul 29, 2022, 11:00 AM

Pick up the Supplies

Drive the delivery van to the depot

pick up the supplies

come back and unload

1 hr

Fri, Aug 5, 2022, 11:00 AM

task example

1 hr

Tue, Sep 13, 2022, 2:00 PM

task example

1 hr

Thu, Sep 15, 2022, 2:00 PM

There are no rows in this table

⁠

Video Walkthrough

⁠

wake up in a world of natural work⁠

⁠

need help with your Coda implementation?

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Recurring Tasks (lite)

Instructions (see video⁠ for full walkthrough)

Formulas

Video Walkthrough

Instructions (
`see video`⁠
for full walkthrough)