Recurring tasks¶
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.
See also
Configuration¶
To enable recurring tasks, go to , then activate Recurring Tasks, and press Save.
Set up task recurrence¶
In an existing task, click the (Recurrent) button next to the Deadline field. Then, configure the Repeat Every field according to your needs.
A new task in recurrence will be created once the status of the previous task is set to Done or Canceled.
The new task is created on the project dashboard with the following configuration:
Stage: is set to the first stage of the project dashboard (New or equivalent);
Name, Description, Project, Assignees, Customer, Tags: are copied from the original task;
Deadline: is updated based on the Repeat Every field (e.g., if the task is set to repeat once a week, 7 days will be added to the deadline);
Milestones, Timesheets, Chatter, Activities, Subtasks: are not copied from the original task.
Once a recurrence is configured, 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.