Recurring Tickets

Overview

Recurring tickets automatically create new tickets on a schedule for routine maintenance tasks, regular check-ins, and periodic reviews. Set up once and Core handles the scheduling.

Creating Recurring Tickets

Basic Setup

1. Navigate to Settings > Recurring Tickets
2. Click New Recurring Ticket
3. Configure the ticket template:
   • Title: Ticket title (can include date placeholders)
   • Description: Standard ticket content
   • Company: Which client this is for
   • Priority: Default priority
   • Category: Ticket category
   • Assigned to: Default assignee
4. Set the schedule
5. Click Create Recurring Ticket

Ticket Template

Configure what the created tickets look like:

Title Variables

Use placeholders in titles:

• {date} - Full date (January 30, 2026)
• {month} - Month name (January)
• {year} - Year (2026)
• {week} - Week number
• {company} - Company name

Example: "Monthly Maintenance - {company} - {month} {year}" Creates: "Monthly Maintenance - Acme Corp - January 2026"

Schedule Configuration

Frequency Options

Daily Schedules

Create tickets daily:

1. Select Daily frequency
2. Choose interval (every 1, 2, 3... days)
3. Set the time of day
4. Optional: Skip weekends

Weekly Schedules

Create tickets on specific days:

1. Select Weekly frequency
2. Check the days (Mon, Tue, Wed...)
3. Set the time of day
4. Choose interval (every 1, 2... weeks)

Monthly Schedules

Create tickets on a specific day each month:

1. Select Monthly frequency
2. Choose the day:
   • Specific date (15th)
   • Relative day (first Monday, last Friday)
3. Set the time of day
4. Choose interval (every 1, 2... months)

Start and End Dates

Control when scheduling is active:

• Start Date: When the recurring ticket becomes active
• End Date: When to stop creating tickets (optional)
• No End: Continue indefinitely

Managing Recurring Tickets

Viewing All Recurring Tickets

1. Go to Settings > Recurring Tickets
2. See all configured recurring tickets
3. Filter by company, status, or frequency

Pausing and Resuming

Temporarily stop ticket creation:

1. Open the recurring ticket
2. Click Pause
3. No new tickets are created while paused
4. Click Resume to restart

Editing Schedules

Modify an existing recurring ticket:

1. Open the recurring ticket
2. Click Edit
3. Update fields or schedule
4. Save changes

Changes affect future tickets, not existing ones.

Viewing History

See tickets created by a recurring ticket:

1. Open the recurring ticket
2. Click History tab
3. View all tickets created with timestamps
4. Click to open any individual ticket

Checklist Integration

Automatic Checklists

Attach checklists to recurring tickets:

1. Edit the recurring ticket
2. Go to Checklist section
3. Select a checklist template
4. The checklist is added to each created ticket

Example: Monthly Maintenance

Recurring ticket with attached checklist:

Ticket: "Monthly Server Maintenance - {company} - {month}"

Checklist:

• Review event logs
• Check disk space
• Apply pending updates
• Verify backup status
• Test restore procedure
• Document any issues

Best Practices

Naming Conventions

Use consistent naming:

• Include the company name
• Include the date/period
• Be specific about the task

Good: "Quarterly Security Review - {company} - Q{quarter} {year}" Avoid: "Recurring Task"

Assignment Strategy

Consider who should receive recurring tickets:

• Specific technician: For specialized tasks
• Account manager: For client check-ins
• Unassigned: For dispatcher to route

When an assignee is suspended

If a recurring rule's default assignee is suspended (off-boarded), the off-board wizard prompts you to either pick a replacement or leave the rule unassigned. As a safety net, any ticket created from a rule that still references a suspended user is created unassigned and the suspended user is dropped from the rule's follower list — so a former team member never receives new tickets or follower notifications after their account is closed.

Timing Considerations

• Time zones: Tickets are created in workspace timezone
• Business hours: Schedule creation during work hours
• Lead time: Create tickets with enough advance notice

Common Recurring Tickets

Troubleshooting

Tickets Not Creating

Check:

• Is the recurring ticket paused?
• Has the end date passed?
• Is the company still active?
• Is the schedule configured correctly?

Wrong Timing

Verify:

• Timezone settings in workspace
• Schedule configuration
• Recent changes to the recurring ticket

See also

• Managing Tickets
• Ticket Automations
• Checklists