Not David and I don't know how he suggests handling them but of my current active 151 projects in my system 90 of them are of that recurring type. I still call them projects and I have them set up with next actions, including waiting for actions where necessary in my system. Since I'm using a text based task management system (Obsidian) I no longer have automatic sequential processing of project tasks. So it takes a bit more care in setting up the initial project, defining the steps and getting the recurrance rules correct. But now, almost a year into my conversion to Obsidian, I am comfortable with my new procedures. Working the next actions is still simple and easy.
Here's an example of my Obsidian template for a recurring project.
Code:
---
publish: false
aliases: [ ]
tags:
\- project/recurring
---
# Project Title
# Tasks
- [ ] #task First task
> [!NOTE]- Template Use
> Tasks that can't be done until the task is started go in this section. Add them after first task and make them task items when it comes up as a started project. For things with dates add the dates as I get them.
# Template for this project
> [!NOTE]- Task History
> Set up sections for each year's instance of this task and when the items are done move them underneath the year when they got finished. Clean up at end of year if desired.
# YYYY Tasks Done
I created my weekly, monthly and quarterly projects using this template.
PS and here is an example of a template as it is in use. I use the Tasks plug-in in Obsidian
Code:
---
publish: false
aliases: [ ]
tags:
- project/recurring
- AOF/Farm_Mgmt
---
# Get the Irrigation System set up on Garvin Mesa
# Tasks
- [ ] #task Start the Get Garvin Irrigation Set Up Project #Context/Obsidian every year 2024-03-15
- [ ] #task Set up gated pipe along top of Little House pasture #Context/OutsideWithHelp
> [!NOTE]- Template Use
> Tasks that can't be done until the task is started go in this section. Add them after first task and make them task items when it comes up as a started project. For things with dates add the dates as I get them.
# Template for this project
- [ ] Mow along top orchard for the gated pipe #Context/AgendaKen
- [ ] Mow along Little House pasture for gated pipe #Context/AgendaKen
- [ ] Set up gated pipe along top of orchard and far west pasture #Context/OutsideWithHelp
- [ ] Set up gated pipe along top of Little House pasture #Context/OutsideWithHelp
- [ ] Check all the irrigation gates and figure out how many of each piece we need #Context/OutsideWithHelp
- [ ] Go buy any needed parts for the gated pipes at Bolinger and Queen #Context/DownTheHill
- [ ] Check the ditches from our box down for cow damage #Context/AgendaKen
- [ ] Clean top catch ditch #Context/AgendaKen
- [ ] Clean Fire Mountain catch ditch #Context/AgendaKen
- [ ] Clean drinking water ditch #Context/AgendaKen
- [ ] Spray for weeds along gated pipe in top of orchard and far west pasture #Context/AgendaKen
- [ ] Spray for weeds along gated pipe in Little House pasture #Context/AgendaKen
- [ ] Get the White Pipe working #Context/OutsideWithHelp
> [!NOTE]- Task History
> Set up sections for each year's instance of this task and when the items are done move them underneath the year when they got finished. Clean up at end of year if desired.
# 2023 Tasks Done
- [x] #task Clean Fire Mountain catch ditch #Context/AgendaKen ✅ 2023-06-09
- [x] #task Get the White Pipe working #Context/OutsideWithHelp ✅ 2023-05-16
- [x] #task Check the ditches from our box down for cow damage #Context/AgendaKen ✅ 2023-05-16
- [x] #task Check the ditches from our box down for cow damage #Context/AgendaKen ✅ 2023-05-16
- [x] #task Mow along top orchard for the gated pipe #Context/AgendaKen ✅ 2023-04-23
- [x] #task Mow along Little House pasture for gated pipe #Context/AgendaKen ✅ 2023-04-23
- [x] #task Set up gated pipe along top of orchard and far west pasture #Context/OutsideWithHelp ✅ 2023-04-23
- [x] #task Start the Get Garvin Irrigation Set Up Project #Context/Obsidian every year 2023-03-15 ✅ 2023-04-23
