Tasks overview

Last updated August 6, 2026

Objective

The Tasks app in Recur provides an integrated task management system to help association teams, staff, and board members assign, track, and complete operational duties. This guide gives a comprehensive overview of the dashboard analytics, task list and board views, calendar integration, and custom settings.

How to Access Tasks

  1. From your Recur homepage, click the 9 dots (Apps menu) in the top-right corner.

  2. Scroll down and select the Tasks icon to launch the application.

Core Sections & Features

1. Dashboard Overview

Upon opening Tasks, the central dashboard provides high-level metrics and visual charts:

  • Metric Cards: View real-time counts for Active Tasks, Overdue Tasks, High Priority Tasks, and Recurring Tasks.

  • Priority Distribution: View active tasks categorized by priority levels—Urgent (Red), High (Orange), Medium (Green), and Low (Blue).

  • Status Progress: Track the volume of tasks by their current state (Not Started, In Progress, or Completed).

  • Upcoming & Overdue Lists: Review items needing immediate attention. You can mark overdue items as completed directly from the dashboard by clicking the Green Checkmark button, or edit/delete them using the action icons.

  • Time & Filter Controls: Use the top-right filters to sort metrics by specific timeframes (Today, This Week, This Month, This Year), Priority Levels, or associated Events.

2. Tasks View (List & Board Layouts)

Navigate to Tasks on the left-hand menu to manage all created items:

  • List View: View task name, priority, status, due date, assignee, and associated event.

  • Actions: Under the Actions column, you can add sub-tasks, mark items completed, edit, or trash a task.

  • Filtering & Searching: Filter by priority, status, assignee, event, or recurrence.

  • Board View: Toggle to Board view in the top-right corner to view tasks in a drag-and-drop Kanban style categorized by status columns.

3. Calendar & Completed Tabs

  • Calendar View: Select Calendar on the left menu to view scheduled tasks on a monthly, weekly, or daily grid. Tasks are color-coded by priority level. You can hover over tasks for quick details or filter the calendar display by individual team members.

  • Completed Section: Select Completed on the left menu to view past completed tasks. Filter results by priority level, event, or who completed the task.

4. Settings & Customization

Select Settings on the left sidebar to adjust system preferences:

  • Google Calendar Sync: Connect your Google account to automatically sync tasks and due dates directly to your Google Calendar.

  • Automated Reminders: Trigger or check reminder checks manually. By default, Recur checks every hour for tasks approaching due dates and sends notifications to assigned users.

  • Custom Status Labels: Customize task workflow states. You can rename existing labels, change their display colors, reorder their position, or add new custom statuses.

    Note: If you delete a status label, Recur will prompt you to reassign all existing tasks under that label to a new status before deleting.

  • Stuck Recurring Tasks: View and resolve recurring tasks that were saved without a valid due date, preventing them from generating their future series.

Cautionary Notes

  • Deleting Statuses: Deleting a custom status automatically reassigns all affected tasks to a new designated status. Ensure you select the correct destination status to avoid losing track of active items.

  • Recurring Due Dates: Always attach a due date to a recurring task to prevent it from getting flagged in the "Stuck Recurring Tasks" system.

Tips for Efficiency

  • Quick-Complete Overdue Items: Instead of opening every overdue task individual page, use the green checkmark icon directly on the dashboard quick list to clear backlog tasks instantly.

  • Calendar Member Filtering: When running team check-ins, use the calendar view's assignee filter to isolate an individual staff member's weekly workload.