Recurring tasks

Recurring tasks are common tasks that you create often. They are task templates that can get created automatically every day, week, or month.

How to Create a Recurring Task From a project?

  • Step 1: Click on the desired Project.
  • Step 2: Click on the “Add button” in the upper right corner.
  • Step 3: Click on the “Add Recurring Task” from the drop down list.
  • Step 4: Fill out the task details (task name, description, add the assignee, etc.)
  • Step 5: Choose the recurring tasks recurrence period. You can choose from:
    • Never
    • Daily
    • Weekly
    • Monthly
    • Bi-Monthly
    • Quarterly
    • Semi-Yearly
    • Yearly
  • Step 6: Click on “Save” once you are done to create a recurring task.

Note: Recurring tasks will also show up in the Workload, so you can always know what's coming up and plan accordingly. They will also take up the users availability if they have a time estimate set.

How to create a Recurring Task from the existing Task:

  • Step 1: Click on the desired Project.
  • Step 2: Click on the desired regular task
  • Step 3: Click on the”...” menu.
  • Step 4: Click on the “Make Recurring Task”,
  • Step 5: Fill out the task details (task name, description, add the assignee, etc.)
  • Step 6: Choose the recurring tasks recurrence period. You can choose from:
    • Never
    • Daily
    • Weekly
    • Monthly
    • Bi-Monthly
    • Quarterly
    • Semi-Yearly
    • Yearly
  • Step 7: Click on “Save” once you are done to create a recurring task.

Note: Recurring tasks will also show up in the Workload, so you can always know what's coming up and plan accordingly. They will also take up the users availability if they have a time estimate set.

Where are my Recurring tasks located?

All recurring tasks will show up at the upper right of your project. There, you can click on the “Recurring Tasks” icon to see and/or update them.

How can I make Task Templates?

You can also use recurring tasks as task templates. You just create a recurring task as usual and set the recurrence to “Never”. When you need the task, go to the upper right coroner of your project. There you can click on the “Recurring Tasks” icon and select the "Make One Now" option.

How can I edit a Recurring Task?

  • Step 1: Click on the desired Project.
  • Step 2: Click on the “Recurring Tasks” icon at the upper right of your project
  • Step 3: Click on the ”...” menu.
  • Step 4: Click on “Edit”
  • Step 5: Make the desired changes you wish for your recurring task.
  • Step 6: Once you are done, click on “Save”

How can I delete a Recurring Task?

  • Step 1: Click on the desired Project.
  • Step 2: Click on the “Recurring Tasks” icon at the upper right of your project
  • Step 3: Click on the ”...” menu.
  • Step 4: Click on “Delete”
  • Step 5: Click on “Delete” to confirm your choice.

How can I assign someone to a Recurring Task?

  • Step 1: Click on the desired Project.
  • Step 2: Click on the “Recurring Tasks” icon at the upper right of your project
  • Step 3: Click on the assignee icon.
  • Step 4: Select the desired assignee from the drop down list

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