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The Personal Weekly Task

Give every employee one small recurring task. It fires Monday morning, carries their standing duties as a checklist, and is due at the end of the week. It becomes the one place each person checks to know their week — and the one place the organization adds a new expectation without any new setup.

Why this shape works:

  • The schedule creates the task. Nobody has to remember to start their week.
  • Due-date reminders reach each person on their own task.
  • A skipped week goes Missed — an honest per-person record. Ten missed weeks in a row pause the schedule and notify its creator, a natural signal that the person left or the routine died.
  • A company-wide program becomes one new checklist line, not a new system. See the peer observation recipe for a worked example.

Creating One at Onboarding

Section titled “Creating One at Onboarding”

The store manager sets this up once per hire, in the web app:

  1. Click New Task and type the title — “Weekly duties”.
  2. Similar past tasks appears under the title once you enter it: FastQuery suggests matching tasks from your store. Pick a teammate’s weekly duties task and the whole task, checklist included, copies onto your draft. An Undo link takes it back off if you picked the wrong one.
  3. Swap the assignee to the new hire. Adjust any lines that differ for their role.
  4. Open the Schedule section and set the repeat: weekly, Monday morning. Set the due date to the end of the week. Save.

The web app's New Task dialog open over a dimmed Tasks page, showing the "Similar past tasks" suggestions that appear once a title is entered. At the top of the dialog the title reads "Weekly duties", underlined as an editable field, with the header chips below it: Normal priority, Private, the store Southgate, No project and No due date. Directly under the header sits a panel headed "Similar past tasks" listing two matches from that store, each a clickable row with the task name on top and its author and age beneath: "Weekly duties — by Anton Kulikalov · a minute ago" and "🦺 Weekly LP walk — Southgate — by Isabella Martinez · 8 days ago". Clicking a row would copy that whole task, checklist included, onto the draft; neither has been clicked here, so the rest of the dialog is still empty — the Cycle Count and Product Checklist sections below show only their + ADD controls. A "Type instructions for AI…" box sits above the footer, where the status line reads "Change title to "Weekly dutie…"" with undo and redo arrows, and CANCEL and SAVE buttons sit on the right. Behind the dialog the Tasks page shows the search box, the NEW TASK button, an "Unassigned Tasks (3)" filter with three cycle-count tasks, and a Facilities table.

From then on the schedule does the work: a fresh task appears every Monday with all lines unchecked (see Recurring Tasks).

When Someone Leaves

Section titled “When Someone Leaves”

Open the Recurring Tasks screen, select their weekly task, and press End series. Past tasks stay in history; no new ones appear.

What Goes on It

Section titled “What Goes on It”

Checklist lines only — short, stable duties: “Face the front aisles”, “Check the propane cage”, “Peer observation — open the Sales observation task and submit one fill.” A line can point at another task when the work lives elsewhere, as the peer observation line does.

Keep forms off this task. A form belongs on its own task, where every fill collects into one series — see the warning in the peer recipe.