Short answer

In the asset list, filter to the assets you want (typically by location tag), tick the checkboxes on the left to select them, then use the action bar at the bottom to Create routine. Pick the frequency, switch the task type to Job if needed, drag the assets into the right walking/working order once, name the routine, and save. The routine then generates one task per asset every cycle, in the order you set, until you change it.

Detail

This is the workflow that makes Civic.ly tractable for councils with hundreds or thousands of recurring tasks. The full pattern:

  1. Make sure the assets are loaded. You can only batch what's already there. Assets first, routines second.
  2. Filter the asset list. Most useful filters: Location tag contains [area name], Asset type = [type], or Category = [category]. Combinations work too.
  3. Tick the checkboxes on the left of each row for the assets you want to include. There's a select-all option at the top of the column for bulk selections.
  4. Open the action bar at the bottom of the asset list and click Create routine.
  5. Set the frequency — daily, weekly, fortnightly, monthly, quarterly, etc. For seasonal recurrences see How do I model a recurrence that only runs in certain months (e.g. November to March)?.
  6. Switch the task type to Job (or leave as Inspection). See When should a routine generate Inspections vs Jobs? for which to use.
  7. Pick a form template if relevant — for bin rounds, the Bin fullness template is the standard; for playground inspections, the Swing Check, Spring Rider Check templates etc. See How do form templates work, and how do operatives capture data like bin fullness?.
  8. Set the walking/working order. Drag the assets into the order the operative will visit them. The order persists for every future generated task in the series — set it once, every weekday's tasks come out in walking order automatically.
  9. Name the routine clearly — "<Area> — <Frequency> <Job>" is the standard pattern ("Memorial Park — Daily Bin Empty", "Jubilee Park — Quarterly Clean").
  10. Save. Tasks are generated for the upcoming cycles immediately and continue generating per the recurrence rule.

Watch-outs

  • Walking order is set on the routine, not the daily task. If you reorder the daily task list, the routine's order doesn't update — your re-order is for that day only. To change the persistent order, edit the routine itself.
  • Adding assets to an existing routine: select the asset(s) on the asset list and add them straight to an existing routine (self-serve since 8 Jul 2026 — see Can I add a new asset to a routine I've already created?). New assets pick up the next scheduled cycle.
  • Removing an asset from a routine stops future tasks for it but doesn't delete tasks already generated. Cancel or close those manually if needed.
  • Don't bulk-create one giant routine across multiple areas at the same frequency. Splitting by area gives you cleaner daily task lists and lets you reassign or pause one area without disturbing the others.
  • The first generated task is the canonical place for per-task description. See How do I add a description or specific instructions to the tasks generated by a routine? — open the first instance, type the description, Apply to whole series.