Managing Recurring Tasks and Notes

By ActiveCollab Team 2 min read
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Hello everyone,

Welcome to the summer edition of ActiveCollab’s recaps! In our previous post, we talked about discussions, labels, and task lists. This time, we’ll focus on the new features that will allow you to manage recurring tasks and notes with more ease in ActiveCollab 8.

Managing Recurring Tasks

Recurring tasks are a great way to automate your work by letting the app create tasks you regularly perform. In ActiveCollab 8, you’ll be able to add a new recurring task made from scratch or transform an existing task into a recurring one.


We redesigned the form and added an option to insert placeholders quickly, such as a date or day of the week, in recurring task names and descriptions. This way, you can make your tasks more informative at a glance! When the recurring task is created, these placeholders will be replaced with current values.

Another button will appear in the project header when you add your first recurring task. Clicking it will reveal a list of all project recurring tasks. This button will be available on list, column, and timeline views. This way, you won’t have to leave your favorite view to manage recurring tasks, which was a popular feature request in ActiveCollab 7.


From this list of recurring tasks, you’ll be able to quickly change a task’s assignee or create new tasks without waiting for them to be created automatically. Manual creation of tasks will not affect future recurrence.

It will also be possible to view your recurring tasks on the Calendar! This should enable you to overview your future assignments and make better plans. This summer, we made this feature work more reliably in the current version.

Notes

You can use Notes in ActiveCollab as documents and keep everything important in one place. All your notes can be viewed as a grid or a list and organized in Notebooks that act like folders you can rename in a way that will let you know immediately what they’re about. Whenever you and your team need to find vital information, it will happen within seconds.

If you have a note that you want to highlight, pin it and keep it within reach. Also, just like tasks and discussions in ActiveCollab 8.0, you’ll be able to navigate through notes easily, within one notebook or all project notes.


Changing your notes’ content doesn’t mean losing it! All their versions will be saved and ready to be reviewed and reused. If you’d like to know at all times which version is which, you can rename them in order to distinguish them at a glance.

You’ll also be able to revert to another version, but don’t worry. None of your versions and changes will be lost!

Uptime

During these two summer months, ActiveCollab’s uptime was 99.98%. Notice any app lagging or glitches? Let us know! Hit us up on Twitter or send a good old-fashioned email. We’re looking forward to chatting and resolving any issue or question you have!


Coming up

In September, we’ll be working on integrating recurring tasks into Workload and improving the project Timesheet for the upcoming version 8.0! Don’t forget to send us your feedback on these new features, as we keep your needs in focus when developing them. Til the next recap!

Other posts in the series on ActiveCollab Monthly Updates

  1. New My Work Launched, Red Dot Browser Notification
  2. Default Billable Status, New Project Budgeting Types, Duplicate Task Lists
  3. New Time Reports, Sidebar Collapse, Timesheet, Internal Hourly Rates
  4. Refurbished My Work, Notification Bell EAP, Invoice QR Code
  5. Target Project Budget, New Column View EAP
  6. Personal Timesheet, Time Report Custom Date Range
  7. In-app Chat Introduction, Default Client Visibility, Stopwatch Project Name
  8. My Work EAP, Storage Add-on, Self-hosted ActiveCollab 7.0
  9. Default Budget Alert Percentage, Task Improvements
  10. Column View Improvements, Budget Alerts, Availability-based Date Picker
  11. Refreshed Column View, Project Stopwatch, Get Paid Free Tryout
  12. 90-Day Trial, Time Tracking Enhancements, Uptime
  13. ActiveCollab Monthly Updates: December 2019
  14. Timeline View Improvements, Future Workload Planning, Project to Template
  15. Project Timesheet and Stopwatch
  16. Upgraded Editor, Activity Grouping
  17. ActiveCollab 8.0: Virtual Users and User History
  18. November Recap: ActiveCollab 8 Rollout, Calendar, Task Reports, and Invoices
  19. ActiveCollab 8.0: Assignments Dashboard, Estimates, User Profile, Teams, and Trash
  20. ActiveCollab 8.0: My Work and Estimates
  21. ActiveCollab 8.0: People Page and Subtasks
  22. ActiveCollab 8.0: Subtask Due Date and Batch Edit
  23. Subtask’s Due Date, People Page Improvements, Comment to Task, and Duplicate Notes
  24. Default Tax Rates, Invoice Taxes, Comment Time&Date
  25. List View and Task Filtering
  26. Group Tasks by Start Date, ActiveCollab 8.0: List View
  27. Improved Search Bar, ActiveCollab 8.0: List View
  28. Storage Info, ActiveCollab 8.0: Time Indicators
  29. ActiveCollab 8.0: Upcoming Early Access Program
  30. ActiveCollab 8.0: Improved Search and Task Navigation
  31. Self-Hosted Upgrade, ActiveCollab 8.0: Enhanced Search Page and Subscribers List
  32. ActiveCollab 8.0: User Card, Pin Discussions
  33. Budget Intervals, ActiveCollab 8.0: Navigate Discussions, Edit Labels, Move Task Lists
  34. Managing Recurring Tasks and Notes
  35. Recurring Tasks on Workload and Custom Availability
  36. Custom Availability and Time Tracking Limits
  37. Two-factor Authentication and Time Tab Improvements
  38. Intuitive Task List Reorder, New Task Filters, Magic Link Login
  39. Task Filters, Batch Editing, Project Progress Bar, Overview of Completed Tasks
  40. Template Start Date, New Project Header, Mobile App Stopwatch, Notification Scheduling
  41. Apply Template, G-drive & Dropbox Attachments Previews, Quick Chat Reactions
  42. New Project Icons, Increased Mobile App Speed
  43. ActiveCollab Annual Updates: 2021
  44. Completed Projects Tab, Clickable Timesheet, Mobile App Reminders
  45. New Projects Page, Convert Chat Message to Task, Webhooks Improvements
  46. New Projects Page Header, Chat Reactions, Company Days Off
  47. In-app Chat Launched, Mobile App People Page
  48. Past Workload, Attachment UI Improvements, In-app Chat EAP
  49. New Mobile App Launched, In-app Chat Custom Groups
  50. In-app Chat Improvements, In-app Reminder Notification, Mobile App Beta Testing
  51. Browser Notifications, Task Dependencies Improvements, In-app Chat EAP
  52. ActiveCollab Annual Updates: 2020
  53. New Mention Types, New Task Menu
  54. July Recap: Daily capacity overview, AI-generated tasks and subtasks, and AI expense logging
  55. ActiveCollab 8.0: Batch Edit Time Records, Early Access Program
  56. New Comment Options and Time Estimates’ Visibility
  57. Improved Invitations and Expense Tab

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