Recurring tasks
Recurring tasks auto-generate tickets on a schedule. Use them for preventive maintenance — HVAC filter swaps, generator monthly tests, fire-extinguisher inspections, anything you don't want to remember manually.
Enabling the module
Admins go to Settings → Modules and enable Recurring tasks. Recurring tasks then appears in the sidebar (also called "Schedules" in some places).
Creating a recurring task
- Sidebar → Recurring tasks → New recurring task.
- Fill in:
- Title template— the title used for every generated ticket, e.g. "HVAC Unit 3 - monthly filter change".
- Description (optional) — copied into each generated ticket.
- Asset (optional) — the piece of equipment this is for.
- Location (optional).
- Priority — usually Low or Medium for PM work.
- Default assignee (optional) — if you always want a specific tech to get these. Leave blank for the manager queue.
- Default checklist(optional) — if there's an inspection checklist that should be attached to every generated ticket. See Inspection checklists.
- Frequency — Daily, Weekly, Monthly, Quarterly, Yearly, or Every N days/weeks/months.
- Start date — first time a ticket should be generated.
- Save.
How generation works
A background job runs every hour. When a recurring task's next run date arrives, it creates a ticket with the configured title, description, asset, location, priority, assignee, and checklist. The ticket is just like any other — assignees get push, the manager sees it in triage, etc.
If the previous ticket from this schedule is still open when the next one is due, Snippath still creates the new one. Outstanding work doesn't silently delay the schedule.
Pausing or editing
On the recurring task's detail page:
- Pause — stops generation without deleting. Resume any time.
- Edit — changes apply to FUTURE generated tickets. Already-generated tickets keep their original settings.
- Delete— removes the schedule. Already-generated tickets stay (they're real tickets, not linked to the schedule once generated).
Common patterns
- Monthly filter change— Frequency: Monthly, asset: the HVAC unit, checklist: "Filter change" with required photo of new filter.
- Quarterly fire extinguisher inspection — Frequency: Quarterly, no asset (or one per extinguisher), checklist with required items for each inspection point.
- Generator monthly load test — Frequency: Monthly, asset: generator, default assignee: whoever owns the generator program.
Tips
- Don't over-schedule.A task that's ignored every other month teaches the team to ignore the system. Start with the truly compliance-driven items.
- Set start dates thoughtfully.If you create 20 recurring tasks all with today's start date, you'll get 20 tickets at once. Stagger them.