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How Recurring Tasks Work via the Annual Wheel

Tasks can be created automatically from planned activities in your annual compliance wheel. These are called recurring tasks.

How It Works
  • Each activity creates one or more tasks at set intervals
  • These tasks inherit metadata from the parent activity
  • You can edit each task individually — but structure is controlled by the activity

Updating the Activity

If you want to change task content or logic → edit the activity. To update a single task → edit the task directly.

Tip: Use pinned comments to carry knowledge across future recurrences.


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