Recurring Tickets
Create and manage scheduled ticket rules for routine work
A recurring rule creates a new ticket from saved ticket details on each scheduled run. Use it for maintenance, backup checks, or regular reviews. Editing a rule changes future tickets; existing tickets keep their details.
Create a rule
- Open Tickets > Recurring Tickets and select New Recurring Ticket. This opens the new-ticket form.
- Fill in the company, title, description, priority, assignee, and any optional contact, classification, tags, or followers.
- Enable Recurring ticket.
- Enter a Rule Name so you can identify the schedule separately from its ticket title.
- Choose the recurrence type and its schedule options.
- Set a Start Date, and optionally an End Date or Max Occurrences.
- Save the form, then check the rule's Next Run on the recurring-ticket list.
The title and description are copied as entered. Date or company placeholders such as {month} and {company} are not expanded.
If you set Exclude from SLA, each generated ticket inherits that exemption. A due-date offset is applied relative to the scheduled run date.
Schedule options
| Type | Options |
|---|---|
| Daily | Create on a daily schedule |
| Weekly | Choose one or more days of the week |
| Monthly | Choose a day of the month, or a week and weekday, such as second Tuesday or last Friday |
| Yearly | Repeat annually |
| Custom | Repeat every specified number of days, weeks, or months |
For quarterly work, choose Custom, every 3 Months. On a monthly day-of-month schedule, Core uses the month's last day if the chosen date does not exist.
A start date controls the first occurrence. Leave it blank to start according to the recurrence type. An end date must allow at least one recurrence interval. Leave the end date and maximum count blank for an ongoing rule.
Manage rules
Open Tickets > Recurring Tickets to search and review company, recurrence, next run, and occurrence counts. Use the row menu to:
- Edit the template or schedule.
- Disable creation temporarily; choose Enable to resume.
- Delete the rule. Existing tickets remain.
To adjust creation time, select one or more rules and choose Update Next Run Time. Enter a time and optionally a date. Leaving the date blank keeps each rule's current next-run date; the selected time applies to subsequent runs too. Check the displayed Next Run after saving.
Assignees and followers
Choose an assignee who should own the recurring work, or leave the rule unassigned for dispatch.
Offboarding asks you to replace or clear a departing user's default assignment and removes them from recurring-rule follower lists. If a rule still references a suspended user, Core creates the ticket unassigned and drops that user from internal followers.
Troubleshooting
If tickets stop appearing, check that the rule is enabled, its end date has not passed, and its maximum occurrence count has not been reached. Review Next Run and the saved recurrence settings before creating a replacement rule, which could duplicate work.