Creating a daily recurring project in Zenput (Admin) (Video)

Note: You need to have owner or admin permission to accomplish the following steps

Start by going to Projects, click 'Create Project'. You can assign the daily recurring project either per location or per user. Let’s explore both options.

Tasks Per Location

Note: In case you are using Brand Manager – your next choice is the scope: you can choose between a brand-wide daily recurring project or a company-owned one.

1. Select the type of task (Form, Photo, Basic Task)

   • Give the project a name.

   • Add instructions for your users.
     
     

2. Choose the team that will be assigned the task.

3. Select the role for the chosen locations.

4. Define assignment scope:

   • Assign to all locations within the team.

   • Assign to specific locations by name.

   • Assign based on location attributes (up to 5 attributes can be used).

For a daily recurring project:

1. Select Daily as the recurrence type. 

2. Set a start date and, if applicable, an end date.

3. Set the due date:

   • By the end of the day.

   • Within a specific time frame.

• Decide whether the task should be auto-archived or left open for completion beyond the due date. We suggest you leave the automatically chosen option to auto-archive to prevent a culmination of overdue tasks unless you would like the task to be able to be completed even past the due time. 

• Choose who will receive the daily snapshot upon task completion.

• On the right side of the interface, you’ll find an overview displaying:

  • Task name

  • Type

  • Assigned team

  • Recurrence details

  • Targeted users and locations

Creating a Role-Based Task

If you choose a role-based task, the setup remains mostly the same, with one key difference:

• Instead of selecting specific locations, tasks are assigned directly to users based on their roles.

• Under targeting, you can view which users will be assigned the task.

Note: If you would like a Form task to be assigned multiple times a day repeat the steps above and make sure to enter what time the task should be available and is due for each one. (For example, one is due between 8am-11am, the next between 12pm -3pm, and the last one between 5pm-10pm)