Recurring Tasks allow leaders and team members to automate repeated operational tasks. Once scheduled, the system will automatically generate a new task based on the defined frequency.  

To edit the Planner, you must have the "Manage to-Do Planner" permission. For more information on different role permissions visit Edit Role Permissions.

Schedule a Recurring Task

1. Navigate to the Ecolab KitchenIQ™ website
2. Click on Planner in the left side menu
3. Click on Create Recurring To-Do
4. Select Task as the Type
5. Name the Task
6. Add a Task Description (optional)
7. Choose to add a link or require completion image (optional)
8. Click Save Task
9. Set the frequency (daily or weekly)
10. Select the Due Time for the Schedule
    • OR Set the Time Range for completion for the Checklist
11. Select the Area where the checklist should apply
12. Select the Position associated with the checklist tasks (optional)
    • As an alternative to Position, optionally choose the Leader responsible for the recurring checklist
13. Click Save
14. Organizations Only: For Org Admins only, choose the location(s) for the checklist schedule to apply to