Create a One-off Task

You can create a one-off (referred to as non repeating) task and assign it to any team member. These are great for small items that need to be captured but don’t form part of your normal month end close process.

One off tasks can only be created in the period that they relate to. This means you need to be in the Monthly or Daily Checklist, depending on where you want the one off task to sit.

Daily One-off Tasks

For one off tasks to appear in the daily checklist, select the New task button.



In the Repeats every drop down menu, select the Don’t repeat option. The remainder of the task set up is the same as other recurring tasks.



Monthly One-off Tasks

For one off tasks to appear in the monthly checklist, select the New task button.



In the Repeats every drop down menu, select the Don’t repeat option.



All One off / non-repeating tasks will still contribute to all tracking and performance metrics associated with the month end/entity/area that they are allocated to.

Updated on: 22/06/2023