Settings — Recurring Tasks
What This Does
The Recurring Tasks page lets you configure which tasks are automatically created for clients, and when. Once enabled, the system creates tasks for all applicable clients automatically — no manual action needed each period.
How Recurring Tasks Work
When you enable a task and set a number of days:
- The system waits for the task's period to end
- Then, after the configured number of days, it automatically creates that task for all applicable clients
Examples:
| Task | Days Set | When Task is Created |
|---|---|---|
| GSTR-1 (Monthly) | 3 | 3rd day after the month ends (e.g. tasks for May created on 3rd June) |
| Advance Tax (Quarterly) | 3 | 3rd day after the quarter ends |
| ITR - Stat Audit (Yearly) | 45 | 45th day after the financial year ends |
The Message column confirms the next scheduled creation — e.g. "Next tasks will be created on 03-07-2026 for Apr 26 to Jun 26."
Note: One-time tasks do not appear on this page — recurring configuration only applies to periodic tasks.
Note: If the toggle is OFF or no days are set, tasks of that type are never auto-created and must be created manually.
The Recurring Tasks List
Tasks are grouped by category (e.g. Income Tax, GST, MCA, Others). Each row represents one task type:
| Column | Description |
|---|---|
| Name | Task type name and frequency (e.g. GSTR-1 Monthly, ITR Yearly) |
| Recurring | Toggle ON to enable auto-creation, OFF to disable |
| Days | Number of days after the period ends when tasks will be created |
| Message | Shows the next scheduled creation date and period |
| Activity | View change history for this task's recurring settings |
All changes (toggle and days) are saved automatically — there is no Save button.
How the Software Knows Which Clients to Create Tasks For
Standard Tasks (GST, Income Tax etc.)
The software automatically identifies applicable clients based on their profile settings — for example, clients with GST Applicable enabled will get GST tasks.
Custom / Additional Tasks (e.g. Accounting, Bookkeeping)
For tasks that aren't standard, you need to tell the software which clients they apply to. There are two ways:
Method 1 — Tag (recommended for multiple clients):
- Create a Tag (e.g. "Accounting") under Settings → Tags
- Assign that tag to the task type under Settings → Tasks
- Assign the same tag to each client who needs this task
- The software matches clients and tasks with the same tag and creates tasks accordingly
Method 2 — Direct (per client):
- Go to the client's profile
- Open the Tasks Applicable tab
- Enable the task directly for that client
Both methods achieve the same result — they tell the software which clients should receive tasks of that type.
Activity Log
Click the Activity icon (🕐) on any task row to view its change history.
| Column | Description |
|---|---|
| Type | Type of change (e.g. Active Update, Recurring Task Add) |
| From | Previous value |
| To | New value |
| Date | When the change was made |
| User | Who made the change |
Sort by Newest First or Oldest First.
Note: Activity logs are available from 3rd April 2026 onwards.