A recurring task is an action to be carried out according to a set frequency (monthly, quarterly, annual...). To objectively track its completion, you can associate one or more metrics with it: these are numeric values attached to a perimeter, which feed into an indicator (a formula combining one or more metrics), itself attached to a measure - i.e., the process your recurring task is meant to control.

This article covers the different ways to associate a metric with a recurring task, depending on whether the metric already exists in your configuration or still needs to be created.

A recurring task can only suggest metrics whose indicator is already associated with the measure it controls. In other words, for a metric to appear in the "Metrics" tab of a recurring task, the recurring task must have a measure associated, and the corresponding indicator must be associated with that measure.

If you have no metrics showing up in your suggestions, you therefore first need to check if the recurring task has a linked measure. You'll see this in the recurring task detail panel > Parameters tab.

Go to the "Recurring Tasks" tab, open the relevant recurring task, then go to its "Metrics" tab. The "Metrics to associate" selector displays the available metrics: these are the ones whose indicators are already attached to the measure controlled by the recurring task. Select the ones you want to track.

For an indicator to appear among the metrics available for selection on a recurring task, the recurring task and the indicator must both be instantiated on the same measure, in your perimeter's security base.

If the indicator you want to use is already linked to the measure in the catalog but not yet instantiated on your perimeter, you won't find it in your recurring task's "Metrics" tab: it must first be instantiated from the security base, on the same measure as the recurring task.

Click on an implemented measure and Add Control to add the indicator to the measure. Then go back to your recurring task > Metrics tab, to attach the metric to your recurring task.

If the indicator is not yet linked to the measure, go to Dashboards > Indicator, then to the "Measures" tab to select the relevant measure.

Once the indicator is linked to the measure and instantiated on the same perimeter as the recurring task, the metrics that feed into it become available in the recurring task's "Metrics" tab, provided their periodicity matches that of the recurring task.

If no catalog metric matches your need, you can create a new one from Dashboards, "Metrics" tab, "Add a metric" button.

Fill in the following fields:

An indicator combines one or more metrics through a calculation formula. There are two types of indicators, which are important to distinguish:

To create the indicator, fill in:

Once the indicator is created, associate it with the measure controlled by your recurring task from Dashboards > Indicator > Measures tab.

Then go to the "Recurring Tasks" module, open the relevant recurring task, and in its "Metrics" tab, associate the metric that feeds this new indicator.

To verify that the setup works as intended, run a test by completing a recurring task to which you've associated a metric.

Go to "Recurring Tasks", select the register where your recurring task is located, then open the completion form. Set the recurring task's status to "Done", then save: a pop-up opens to enter the metrics associated with the recurring task. You can add a comment there if needed.

To edit or delete an already entered value, click on the relevant completion date, then on "Save": the pop-up reappears and you can edit or delete the entered values.

Why aren't any metrics suggested in my recurring task's "Metrics" tab?
Because no indicator is yet associated with the measure controlled by this recurring task. Associate an existing indicator with the measure from the security base, or create a new one.

What happens if my metric's periodicity doesn't match my recurring task's?
Collection through the recurring task becomes impossible. The metric must then be entered directly from the metrics dashboard.

Can I change a metric's periodicity after it's been created?
No, once a history of values exists for the metric, its periodicity becomes permanent.

What's the difference between a performance indicator and an activity indicator?
A performance indicator is bounded between 0 and 1 and contributes to the calculation of measures' performance. An activity indicator is not bounded and has no impact on that calculation, even though it can display a target.