Accruing Missions Settings

Automated Task Lifecycle: Managing Recurring Accruing Missions

Accruing Missions is a comprehensive management module within the application settings designed to transform one-off tasks into structured, recurring mission templates. Located under the "Accruing and Automation" menu, this tool allows users to define complex task parameters—including assigned customers, team members, project links, and detailed sub-missions—which then repeat automatically based on a customizable frequency such as daily, weekly, monthly, or annually. By utilizing the "Jump" feature to initiate immediate first occurrences and providing a centralized list for monitoring active templates, Accruing Missions ensures consistent operational workflows and long-term task management without the need for manual daily re-entry.

How to Load the Accruing Missions Module

To access and load the Accruing Missions management hub, follow these three primary steps:

Step 1: Open Settings: Click the Settings (gear icon) button found within your user profile or the main sidebar.
Step 2: Navigate to Automation: Select the Accruing and Automation menu category from the available settings options.
Step 3: Trigger Module Load: Click on Accruing Missions; the system will then execute an AJAX request (accruing_mission_table()) to populate the list modal with your recurring templates.

Accruing Missions: Quick Guide

Accruing Missions are recurring task templates that automate repetitive work. Instead of creating a task manually every time, you define it once to repeat on a set schedule.

1. List View (Management Hub)

Display: Shows only active, "not done" recurring templates.
Data: View the Task, Customer, assigned Member, and the Next Complete Date.
Tools: Includes a Search bar to filter by task name and Pagination to browse templates.

2. Core Actions

Add (+): Create a new recurring series (Daily, Weekly, Monthly, etc.) via the blue plus icon.
Edit (Pencil): Modify an existing template's details, members, or recurrence schedule.
Delete (Trash): Permanently stop and remove the recurring series.
Jump: Check this during creation to instantly push the first task to your main workflow while saving the repeat schedule.

Configuring Recurring Workflows: The "Add Mission" Modal

The "Add Mission" modal is the primary tool for creating a recurring task template that repeats automatically based on a predefined schedule.

Key Configuration Fields

Customer & Member: Assign the mission to a specific client and select one or multiple organization members to be responsible for the task.
Project & Details: Link the task to an existing project and enter the main mission description and any additional notes.
Time & Color: Set a specific Run Hour for when the task should trigger and choose a color for visual categorization.
Sub-Missions: Click the "+" icon to add a checklist of smaller sub-tasks, each with its own assignee and status.

Recurrence & Automation

Appointment Duration: Choose how often the mission repeats—Daily, Weekly, Monthly, Two/Three Months, or Annual.
Jump Feature: Check the "Jump" box to immediately create the first instance of this mission in your active workflow while saving the recurring template.

Three and Two Months Accruing Mission Duration

Selecting the Three Months or Two Months recurrence option in the Add Mission modal allows you to schedule tasks that repeat on a specific date at multi-month intervals.

How the Selection Works

Triggering the View: When you select the Three Months or Two Months radio button under the Appointment duration section, a numerical date grid automatically appears below it.
Date Selection Grid: The grid displays checkboxes for every day of the month, numbered 1 through 31.
Defining the Schedule: By checking one or multiple dates (e.g., "15"), you define exactly which days of the month the mission triggers every two or three months.
Persistence: Once submitted, these selected dates are stored as the specific recurrence pattern for that template in the missions_a table.

Monthly Accruing Mission Duration

Selecting the Monthly recurrence option in the Add Mission modal allows you to schedule tasks that repeat on specific dates every month.

How the Monthly Selection Works

Triggering the View: When you select the Monthly radio button under the "Appointment duration" section, a numerical date grid automatically appears.
Date Selection Grid: The grid displays checkboxes for every day of the month, numbered 1 through 31.
Custom Scheduling: You can check one or multiple dates to define exactly which days of the month the mission should trigger (e.g., selecting "1" and "15" for bi-monthly tasks).
Persistence: Once you click Submit, these selected dates and the designated run_hour are stored as the recurrence pattern for that specific mission template in the missions_a table.

Weekly Accruing Mission Duration

Selecting the Weekly recurrence option in the Add Mission modal allows you to schedule tasks that repeat on specific days of the week.

How the Weekly Selection Works

Triggering the View: When you select the Weekly radio button under "Appointment duration," a weekday selection grid automatically appears.
Day Selection Grid: The grid displays checkboxes for each day of the week, represented by their initials (S, M, T, W, T, F, S).
Custom Scheduling: You can select one or multiple days to define exactly which days the mission triggers each week (e.g., selecting "M" and "W" for tasks that occur every Monday and Wednesday).
Persistence: Once you click Submit, the system stores these selected days and the designated run_hour as the permanent recurrence pattern for that mission template in the database.

Daily Accruing Mission Duration

Selecting the Daily recurrence option in the Add Mission modal allows you to schedule tasks that repeat every 24 hours at a specific time.

How the Daily Selection Works

Triggering the Selection: You select the Daily radio button under the "Appointment duration" section to set a high-frequency schedule.
Time Definition: The system uses the Hours dropdown to determine the exact time (e.g., 08:00) the mission will trigger each day.
Persistence: Once you click Submit, the system stores this daily pattern and the designated run_hour as the permanent template for that mission.

Annual Accruing Mission Duration

Selecting the Annual recurrence option in the Add Mission modal allows you to schedule tasks that repeat once a year on specific dates and months.

How the Annual Selection Works

Triggering the View: When you select the annual radio button under the "Appointment duration" section, an expanded selection grid automatically appears.
Month Selection: The grid includes checkboxes for all 12 months (January through December), allowing you to pick exactly when the mission triggers during the year.
Date Selection: Below the months, a numerical grid (1 through 31) allows you to select the specific day of the chosen month for the task to occur.
Persistence: Upon clicking Submit, the system stores these specific month and date selections along with the run_hour as the permanent annual recurrence pattern in the database.

The "Jump" Summary (Immediate First Run)

- Instant Activation: Checking the Jump box bypasses the wait for the first scheduled "run after" time.

- Dual Action: It simultaneously saves the long-term template in missions_a and creates one immediate mission in the main workflow (missions table).

- First Instance: This allows you to start working on the task right now while ensuring the automation handles all future repeats.

Accruing Missions: Workflow and "Run After" Logic

The System Outcome for all durations (Daily, Weekly, Monthly, Annual) follows a common automation logic based on your template settings.

How it Works: Automation and "Run After"

Template Storage: When you click Submit, your configuration (customer, members, recurrence, and run_hour) is saved as a permanent template in the missions_a table.
Run After Logic: The system uses the run_hour (the specific time of day) and the recurrence pattern to calculate when the next instance should appear.
Automated Generation: Based on these "run after" rules, the system automatically triggers the mission to show in the Calendar or create a new entry in the main Missions flow as the scheduled date and hour occur.
Status Filtering: The template remains active in your Settings list as long as done = 0; if marked as complete, the recurring series stops.