How to create and manage recurring assignments

Recurring assignments let you schedule the same work and crew on a repeating cadence instead of creating each assignment one-at-a-time. Knowify creates one assignment for every occurrence in the series, and you can still adjust or move any single occurrence on its own. This is perfect for scheduling regular inspections and site walks with a client, or managing repeating internal meetings. 

How to create a recurring assignment

1. Start a new assignment the way you normally would, and fill in the project, phase, date, time, and the resources you're scheduling.
2. Turn on the toggle to Repeat this event.
3. Select how often you'd like the assignment to repeat. Every ___ days, weeks, or months. For example, "every 2 weeks."
4. If you chose week, select which days the assignment should land on. For example, "every 2 weeks on Thursday."
5. Set the Repeat until date when the recurring assignment should end. This is required; a series can't run open-ended.
6. Confirm the assigned resources.
7. Click Submit. Knowify creates an assignment for each occurrence through the end date and assigns each one to the selected resources.

Note: A recurring series includes "off" days automatically. If an occurrence falls on a non-working day, it's still created — this can't be turned off while Repeat is on.

How to edit or delete a recurring assignment

You can change the non-recurring details of an assignment — such as the assigned resources, time, or notes — at any point.

1. Open the assignment you want to change and edit the details, or delete the event.
2. When you save, choose how far the change applies:
   • This assignment: updates only the occurrence you opened.
   • This and all following assignments: updates this occurrence and every one after it in the series.

The recurrence settings — how often the assignment repeats, which day of the week it falls on, and the end date — are locked once the series is created and can't be edited. To change the cadence, you'll need to delete the series and create a new one.

How to reschedule a single occurrence

To move one occurrence without touching the rest, reschedule it directly on the calendar.

Note: Once you move an occurrence on its own, it stops following series-wide edits. Later "this and all following" changes won't apply to it.