Managing Recurring Tasks and Notes

By Jelena Slatinac 4339 min read
Managing Recurring Tasks and Notes

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!

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Other posts in the series on ActiveCollab Monthly Updates

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

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