reoccurring tasks
P
Pierce P.
Would love to see some sort of method to maintain reoccurring tasks. For instance , Check xyz log monthly and abc log daily.
Maybe some sort of radio button that could be checked with a time stamp indicating its been completed on x day for historical data but an obvious method to repeat.
For a real world example-
We have a excel file we use as an audit log. We have each item to be checked in its own column. Each row of column indicates a date for a total of 365, with tabs for every year. Dates that items are reviewed- the row is updated with the word "REVIEWED"....This just seems like a process that could implemented here in some way, and one that surely other shops deal with in one way or the other.
The Hudu Team
Merged in a post:
Task Scheduling and Technician Workflow Management in Hudu
T
Taylor A.
Managing recurring tasks for technicians is essential to ensuring consistency and accountability in an MSP environment. Currently, there is no built-in functionality in Hudu to create, assign, and enforce structured workflows for technicians across different timeframes (daily, weekly, monthly, quarterly, yearly).
T
Taylor A.
This feature request proposes a Task Management System within Hudu that includes:
Recurring Task Scheduling – The ability to create and assign tasks on a scheduled basis (e.g., daily security checks, monthly patch management, quarterly infrastructure reviews).
Technician Alerts & Reminders – Assigned technicians receive real-time alerts and reminders when a task is due.
Checklist-Based Task Completion – Tasks should include structured checklists that cannot be marked as complete unless all steps have been fulfilled.
Managerial Oversight – Managers need a clear and centralized dashboard to track pending, in-progress, and completed tasks, with visibility into compliance status and overdue tasks.
Integration with Documentation & Assets – Tasks should be linked to relevant documentation and assets stored within Hudu, allowing technicians to access necessary information quickly.
By implementing this, Hudu would greatly enhance operational efficiency, improve compliance with standard procedures, and ensure that recurring maintenance and security tasks are not overlooked.
T
Taylor A.
Process Templates are close, but not exactly what is needed from this standpoint.