Start by going to Projects, click 'Create Project', and select what kind of task you would like to assign (Basic, Photo, or Form).
- Assign a title the project
- Provide description/instructions underneath (optional)
- Select who you would like to assign this task for. If you would like to limit which teams this task is assigned to you would enter the name of the team.
- Enter the due date, select yes/no if you would like the project to auto-archive (we suggest you ALWAYS choose to auto-archive to prevent a culmination of overdue tasks, unless if you would like the task to be able to be completed even past the due time).
- Next, select how often you would like it to recur, in this example, it is weekly, and then select what day of the week you would like it to be available each week and when you would like the project to start and when it is due.
- You can add any report recipient that will receive the Project Recap and then select 'Done'.