A monthly recurring to-do in Aha! software.
Now Create Recurring To-Dos in Aha! Software
Editor's note: Aha! Notebooks has been split into Aha! Knowledge and Aha! Whiteboards.
Check, onto the next. It feels great to mark a to-do complete — those checkboxes represent progress and achievement. So we want to make them as useful as possible for you. To-dos in Aha! software were always great for individual tasks, and now they are terrific for activities that repeat as well.
You can now create recurring to-dos in Aha! software at set intervals — daily, weekly, monthly, yearly, or on a custom schedule.
Every Aha! product includes to-dos to track tasks and keep work progressing across teams. You can add to-dos to most record types (e.g., initiatives, features, and requirements) or create standalone tasks. To-dos have a name, description, assignee, and due date — so the team understands what needs to get done and when.
Today's update brings a highly-anticipated improvement to task management. With the ability to create recurring to-dos, you can now manage repeat tasks with ease. Our own team is finding a lot of value from this functionality already — no more mental energy spent remembering tasks like preparing for our weekly all-hands meeting or publishing Friday's release notes.
You can find the new "recurring" option below the due date field on any new or existing to-do. Choose the interval in which you want the to-do to repeat — daily, weekly, monthly, yearly, or custom. Once saved, to-dos will be automatically assigned on a pre-set schedule.
You will be able to see when the next to-do is due, but it will not be officially created or appear on your My work page until all assignees have completed the current task — or until you reach the current due date. For instance, a weekly recurring to-do set for Tuesdays will appear the Tuesday before it is due. However, if everyone assigned to the to-do completes it a day early on Monday, the next to-do will be created that Monday (and have a due date of the following Tuesday).
Easily edit a recurring to-do at any time. If you change details like the name, description, assignees, or due date, you can choose whether to apply the changes just to the to-do you are editing or to future to-dos that have not yet been created. And you can also choose to delete an individual to-do (while keeping the recurring schedule going) or stop the series altogether.
Let's take a look at two popular examples of how to use recurring to-dos:
Be prepared for monthly reviews
Let's say your product team meets at the end of each month to review the progress of a key initiative. To remind everyone to add their updates, you create a to-do on the initiative, assign it to the right people, and set it to recur each month. Notice how once everyone marks this to-do as complete, the next to-do is automatically created — making sure it is on the team's radar for next month.
Multi-select users when creating a to-do with multiple assignees.
Send updates to leadership
Now that your team has added updates and met to discuss your initiative, it is time to send a summary to the leadership team. You already have a monthly recurring to-do to remind yourself to share the update with Mike and Jessica. But Erik recently asked to be included too. Update the description of the to-do with a reminder to share with all three. Then click Update future to-dos to apply the change going forward.
Only to-dos that have already been created will appear in reporting — not any future to-dos in a recurring series.
Allow Aha! software to create reminders for ongoing tasks while you focus on getting more done.
Tons of tasks, lots of options. Recurring to-dos are super powerful across most Aha! records. However, if you currently use to-dos in notes (such as reminding teammates to add talking points to a meeting agenda), we encourage you to keep leveraging note templates. That way, to-dos will be linked to your most recent agenda.
We are eager to hear how you use recurring to-dos and how we can make them better for you. Share your use cases and ideas for improvement in our ideas portal.
Start a free trial today
To-dos are available to all Aha! customers. Our suite of product development tools works seamlessly together to help teams turn raw concepts into valuable new capabilities — for customers and the business. Set strategy, spark creativity, crowdsource ideas, prioritize features, share roadmaps, manage releases, and plan development. Sign up for a free 30-day trial or join a live demo to see why more than 700,000 product builders trust our software to build lovable products and be happy doing it.
