Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
How to Repeat Orders and Tasks on a Schedule in Clientish
Set an order or task to come back every day, week or month, choose who gets it and how it is billed, and pause or stop it later.
In Clientish, recurring work turns an order or an order task into one that comes back on a schedule, such as every month on the 1st. Each time, a new order with its own number is created for the same client, assigned to the person you choose and, if you want, sent with an invoice.
Who can do it: the workspace owner and co-admins, and team members whose role has Manage recurring work; without it the Recurring work page stays hidden
How to Repeat an Order on a Schedule in Clientish
Open the order you want to repeat and click Repeat at the top. The Repeat this order window sets the schedule, what each new order copies and how it is billed.
Choose how often
Under Create a new order every, enter a number and pick Day, Week or Month. For weeks you pick the weekday; for months you pick the day of the month (1 to 31). In a shorter month the order is created on the last day.
Choose when it stops
Under Stop, keep Never, choose After and enter how many orders to make, or pick On date.
Choose what each new order copies
Under Copy into each new order, keep Tasks checked to copy the order’s tasks, and Project data to copy its project details.
Assign the new orders
Under Assign each new order to, pick a team member. To hand off later, enter how many orders they get, then pick who takes the rest; you get a reminder a week before it switches, and you’re notified right away if the first person leaves your team.
Choose the billing
Under Billing, pick one of 3 options: No invoice — the client pays another way, Send an invoice with each new order (it shows the order amount), or Send the invoice and charge the saved card.
Check the dates and start
The box at the bottom lists the next dates, for example Nov 1, Dec 1, Jan 1. Click Start repeating.
How to Repeat an Order Task
A single task can come back too, without repeating the whole order. Click Repeat on an order task to open Repeat this task, set Create it again every and when it stops in the same way, then save. Repeating tasks are listed on the Recurring work page with the orders.
What Does the Recurring Work Page Show?
The Recurring work page, opened with the Recurring work button on the Orders page, lists everything that comes back on a schedule, so you can see what is due next for every client.
- Tabs: All, Subscription, Repeated orders, Repeating tasks and Paused, each with its count.
- Columns: the client, what repeats, how often, the next date, the last order made and the status (Active, Paused, Waiting, Finished or Stopped).
- Search by order number or client name, or filter by kind and by client.
- New recurring work starts a schedule from here: pick the order to repeat and fill out the same window.
Subscription rows are subscription renewals from recurring services that open a new order on each paid cycle, so the work they bring in is listed here too.
How to Pause, Edit or Stop Recurring Work
Each row has its own actions, so a change for one client never touches the others.
- Create now makes one new order or task for that client right away. The schedule stays as it is.
- Pause holds new orders until you click Resume. On a subscription row, the billing keeps running and only the new orders stop.
- Edit opens the schedule again; change it and click Save changes, or click Stop repeating there to end it.
- Stop on a subscription row ends the new orders from that subscription.
Stopping never deletes anything: the orders and tasks already made stay as they are.