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  1. Help Center
  2. /Operations
  3. /Tasks
  4. /Set Up Recurring Tasks

Set Up Recurring Tasks

Learn how to set up recurring tasks in URBI Kore to automate repetitive work.

Last updated August 13, 2026

Operations
  • Approvals: decide expenses, board votes and RFPs in one place
  • Board Decisions: overview
  • Confirming packages, and what a refused package means
  • Document sharing
  • Finding the packages for one home
  • How to approve expenses and RFPs in Approvals
  • How to create a decision
  • How to create a time limited public link
  • How to generate the PDF report
  • How to run a vendor RFP through Board Decisions
  • How to share a file or folder
  • How to upload with drag and drop
  • How to vote and finalize a decision
  • How to vote on board decisions in Approvals
  • Operations
  • Troubleshooting
  • Troubleshooting document sharing
  • When a scanned package needs a look
    • Add Assignees to a Service Ticket
    • Attach a Vendor to a Service Ticket
    • Convert a Service Ticket to a Task (and make sure it stays visible)
    • Create a Service Ticket
    • Documents on a Service Ticket
    • Finding a Ticket: Search and Filters
    • How the Emergency Number Is Chosen
    • How to Convert a Service Ticket into a Board Decision
    • How to Reassign Work When Removing a Team Member
    • How to Set the Emergency Line
    • Notes on a Ticket, and What the Resident Can See
    • Service Ticket Statuses Explained
    • Service Tickets: Glossary
    • Service Tickets: Overview
    • Service Tickets: Troubleshooting
    • Set Up Recurring Service Tickets
    • The History on a Ticket: What It Records
    • The Tabs on a Service Ticket, Explained
    • Troubleshooting
    • What Residents See When They Create a Ticket
    • What's New in Service Tickets
    • Who Can Do What on a Service Ticket
    • Add Assignees to a Task
    • Create a Task
    • Organize Tasks with Categories, Projects, and Labels
    • Set Up Recurring Tasks
    • Access Request Statuses Explained
    • Choosing Who Receives a Request for Access
    • How to Send a Request for Access
    • Mandatory vs Request: Which One to Send
    • Recording an Answer on Someone's Behalf
    • Requests for Access: Glossary
    • Requests for Access: Overview
    • Requests for Access: Troubleshooting
    • Reschedule Requests: How They Work
    • Sending a Reminder for a Request That Has Not Been Answered
    • What the Recipient Sees and How They Answer
    • Awarding the Work
    • Comparing Proposals
    • How to Invite Vendors to an RFP
    • Putting an RFP to a Board Vote
    • Requests for Proposal: Glossary
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    • RFP Statuses Explained
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    • Asset Impact: Troubleshooting
    • Cancel Bookings or Block New Ones
    • Closure Statuses Explained
    • Confirming a Closure, and Why Scheduling Is Not Enough
    • How to Close an Amenity for Scheduled Work
    • What Happens to Bookings and Money When You Close an Amenity
    • How to view and add a vendor's expenses
    • Requesting Completion, and Technician Notes
    • Vendor Billing Tab: FAQ
    • Vendor Billing Tab: Overview
    • What a Contractor Sees on a Work Order
    • Set Maintenance Schedules for Assets
    • Track Equipment and Warranties
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On this page

  • Overview
  • Two Recurrence Modes
  • Setting Up On Schedule Recurrence
  • Step 1: Open the Task
  • Step 2: Select On Schedule
  • Step 3: Choose a Frequency
  • Step 4: Set an End Condition
  • Step 5: Save
  • Setting Up After Completion
  • How Recurring Tasks Appear
  • Stopping a Recurrence
  • Common Examples

Overview

Recurring tasks automate repetitive work in URBI Kore. Set up a schedule once and the system generates new tasks automatically, so nothing slips through the cracks.

Two Recurrence Modes

  • On Schedule: Tasks are created on a fixed calendar schedule (e.g., every Monday, the 1st of each month)

  • After Completion: The next task is only created after the current one is marked complete (e.g., 7 days after finishing)

Setting Up On Schedule Recurrence

Step 1: Open the Task

Create a new task or open an existing one. In the detail drawer, find the Recurring section in the sidebar.

Step 2: Select On Schedule

Choose On Schedule from the dropdown.

Step 3: Choose a Frequency

  • Daily: Every N days

  • Weekly: Every N weeks on selected days (S, M, T, W, T, F, S buttons)

  • Monthly: Every N months on a specific day (1 through 31)

  • Yearly: Every N years on a specific month and day

  • Custom: Any interval in days, weeks, months, or years

Step 4: Set an End Condition

  • Never: Repeats indefinitely

  • After N occurrences: Stops after a set number

  • On date: Stops on a specific date

Step 5: Save

Click Save Recurrence. A recurring icon appears on the task card.

Setting Up After Completion

Choose After Completion, set the delay (e.g., "7 days after completion"), and save. The next task only appears after the current one is done.

How Recurring Tasks Appear

Upcoming tasks show as "ghost" entries in your calendar before they are formally created. Once the date arrives, the task is generated with the same title, description, assignee, and settings.

Stopping a Recurrence

Open the task, go to Recurring, and click Stop Recurrence.

Common Examples

  • Weekly team check-in: On Schedule, weekly on Monday

  • Monthly report review: On Schedule, monthly on the 1st

  • Quarterly board prep: On Schedule, every 3 months

  • Follow-up after inspection: After Completion, 14 days later

  • Annual insurance renewal: On Schedule, yearly

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