Recurring Tickets
Automate routine maintenance with scheduled ticket creation
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
- Navigate to Settings > Recurring Tickets
- Click New Recurring Ticket
- 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
- Set the schedule
- Click Create Recurring Ticket
Ticket Template
Configure what the created tickets look like:
| Field | Description |
|---|---|
| Title | Ticket title with optional variables |
| Description | Full ticket description |
| Company | Associated client |
| Contact | Default contact |
| Priority | Ticket priority level |
| Category | Categorization |
| Type | Ticket type |
| Assigned to | Team member |
| Tags | Automatic tags |
| Exclude from SLA | When enabled on the template, each ticket the schedule creates is also excluded from SLA tracking |
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
| Frequency | Use Case |
|---|---|
| Daily | Every day or every N days |
| Weekly | Specific days of the week |
| Monthly | Specific day of month, or a week + day of week (e.g. second Tuesday) |
| Quarterly | Every 3 months |
| Yearly | Annual reviews |
| Custom | Complex schedules |
Daily Schedules
Create tickets daily:
- Select Daily frequency
- Choose interval (every 1, 2, 3... days)
- Set the time of day
- Optional: Skip weekends
Weekly Schedules
Create tickets on specific days:
- Select Weekly frequency
- Check the days (Mon, Tue, Wed...)
- Set the time of day
- Choose interval (every 1, 2... weeks)
Monthly Schedules
Create tickets on a specific day each month:
- Select Monthly frequency
- Choose the day:
- Specific date (15th)
- Relative day (first Monday, last Friday)
- Set the time of day
- 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
- Go to Settings > Recurring Tickets
- See all configured recurring tickets
- Filter by company, status, or frequency
Pausing and Resuming
Temporarily stop ticket creation:
- Open the recurring ticket
- Click Pause
- No new tickets are created while paused
- Click Resume to restart
Editing Schedules
Modify an existing recurring ticket:
- Open the recurring ticket
- Click Edit
- Update fields or schedule
- Save changes
Changes affect future tickets, not existing ones.
Viewing History
See tickets created by a recurring ticket:
- Open the recurring ticket
- Click History tab
- View all tickets created with timestamps
- Click to open any individual ticket
Checklist Integration
Automatic Checklists
Attach checklists to recurring tickets:
- Edit the recurring ticket
- Go to Checklist section
- Select a checklist template
- 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
| Task | Frequency | Timing |
|---|---|---|
| Monthly maintenance | Monthly | 1st of month |
| Weekly backup verification | Weekly | Monday morning |
| Quarterly business review | Quarterly | 15th of quarter start |
| Annual license renewal | Yearly | 30 days before expiry |
| Daily health check | Daily | Start of business |
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