When handling a project, the same task often needs to be performed several times: for example, weekly meetings or status reports. The recurring tasks feature allows you to automate the creation of those tasks.
To enable recurring tasks, go to Recurring Tasks, and press Save., then activate
Recurring tasks are now activated on all existing projects. The feature can be deactivated on an individual project by clicking the drop-down menu button ⋮ next to the project name, then going to and disabling Recurring Tasks.
Set up task recurrence¶
In an existing task, press the Recurrent button next to the Planned date. Then, configure Repeat Every field according to your needs.
A new task in recurrence will be created once either of this conditions is met: - Previous task in recurrence has been closed. - On the day of the planned recurrence.
The new task is created on your project dashboard with the following configuration:
Stage: first stage of the project dashboard (New or equivalent);
Name, Description, Project, Assignees, Customer, Tags: copied from the original task;
Milestones, Deadline, Timesheets, Chatter, Activities, Subtasks: those fields are not copied;
A smart button on the task displays the total number of existing recurrences.
Edit or stop task recurrence¶
To edit the recurrence, open the last task in recurrence. Any changes made on the task will be applied to the tasks that will be created in the future.
To stop the recurrence, open the last task in recurrence and press the Recurrent button next to the Planned date.