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 Project -> Configuration -> Settings, then activate Recurring Tasks, and Save.
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 Settings -> Settings -> Task Management and disabling Recurring Tasks.
Set up task recurrence
In an existing task, go to the Recurrent tab, then check the Recurrent box. A set of options allows you to configure the frequency: Days, Weeks, Months, Years, and the number of repetitions.
On the scheduled recurrency date, a 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: those fields are not copied;
- Subtasks: copied from the original task, which becomes a parent of all the tasks in recurrence;
- A smart button on the task displays the total number of existing recurrences.
Edit or stop task recurrence
To edit the recurrence, open the task: a blue banner invites you to choose whether you wish to apply your changes to this task only or to a sequence of tasks.
To stop the recurrence, open the task, then go to the Recurrency tab and uncheck Recurrent.