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The Recurring tasks register explained

The four views of the recurring tasks register (Calendar, Load, Sequential, List) and how to use each one depending on your needs.

This article is for pilots and contributors who need to view or fill in recurring tasks in Tenacy.

A recurring tasks register groups together tasks with a periodic completion cycle (daily, weekly, monthly, quarterly, half-yearly, or annual). For example, you can use it to gather recurring tasks attached to the same perimeter or the same control topic.

There are two types of tasks: operational tasks, for which you simply record whether they were completed, and control tasks, where each completion is assessed as OK or KO.

You can model monitoring indicators in a dashboard linked to a recurring tasks register.

Tenacy offers four views for browsing a register, each suited to a different use:

  • the Calendar view to see progress at a glance

  • the Load view to identify who is overloaded

  • the Sequential view to fill in tasks one after another

  • the List view to consult the list in a condensed format

Calendar view: view progress at a glance

The Calendar view is the default and most commonly used view. It represents each task's completion status with a colored square, using the following code:

In the calendar view, task completion is represented by colored squares:

  • light gray for tasks that are upcoming (future period)

  • yellow for tasks that are overdue (past period not filled in)

  • blue for tasks to be completed in the current period

  • dark gray for tasks marked not applicable

  • green for tasks completed (operational tasks) or completed OK (control tasks)

  • blue for tasks completed KO (control tasks only)

  • red for tasks not completed (final status)

  • blue hatched for tasks pending approval

  • yellow and blue hatched for tasks rejected, to be reviewed

Completed tasks with evidence (an attachment or a link) are identified with a blue dot:

At the top of the grid, a selector lets you adjust the time granularity displayed (for example day, week, or month, depending on the tasks' periodicity).

From the menu in the top right corner of the view, you can also:

  • add a group of recurring tasks

  • send a reminder to users who haven't yet recorded completion of the tasks assigned to them; this sends a reminder to everyone responsible for a task in the register

  • edit the register (name, ID, associated perimeter, description)

Load view: identify who is overloaded

The Load view gives an overview of the workload, broken down by person with tasks to complete in the register. It helps you quickly spot who has the most tasks to handle, particularly overdue ones, so you can prioritize reminders.

Sequential view: fill in my tasks one by one

The Sequential view lets you go through the tasks to be filled in one after another and record completion as you go. Tasks are grouped into tabs, one per perimeter to fill in, with the number of remaining tasks shown on each tab.

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A progress bar under the tabs shows overall completion progress.

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To navigate, you can resume filling in where you left off, or jump directly to the previous or next unfilled task.

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The summary on the left also lets you track progress for each periodicity and jump directly to filling in a given task.

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List view: consult the full list at a glance

The List view is dedicated to viewing: it doesn't let you access entries directly to record their completion. Click a row to access a task's details.

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💡 To record a completion, use the Calendar view or the Sequential view: the List view is better suited to viewing the settings of the various tasks.


Frequently asked questions

Can I switch between views at any time?
Yes. All four views (Calendar, Load, Sequential, List) show the same tasks from the same register, so you can switch between them freely depending on what you need at the time.

What happens if a task stays overdue across several periods?
Each unfilled past period remains shown as overdue independently of the others. There's no lock, but as long as a completion isn't recorded, it continues to weigh on the register's completion rate.

Who receives the reminder sent from the Calendar view?
The reminder goes to everyone responsible for at least one unfilled task in the register, not to a single person.

How can I tell if a completion is backed by evidence?
In the Calendar view, a blue dot appears on tasks whose completion was submitted with an attachment or a link.

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