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recurrence

Recurring (Repeating) Tasks

A “recurrence” is when a task occurs again, it re-occurs. Common examples are reports that need to be run every Monday, meetings every Tuesday and Thursday, a company newsletter sent on the first Tuesday of every other month, and renewal of yearly maintenance agreements.

Tasks can be set to “come back” or recur after a period of time. This can be used to schedule regular task or events. For example:

  • Pay bills
  • Holiday (where doing something on a holiday can be considered a 'task'
  • Renew license
  • Check equipment for defects
  • Refresh an agreement
  • Check for software updates

The first requirement for this is to have a task that needs to occur more than once. Use Task Attribute Visibility to show the Recurrence attribute in columns and/or the edit area. Editing a recurrence brings up this page.

Use Task Attribute Visibility to show the Recurrence attribute in columns and/or the edit area.

In this screenshot, click the word Weekly for the task. In this screenshot, click the three dots next to the word Weekly.

If there is not already a recurrence defined, the column will be empty and the edit field shows “Once”.

See also: Recurrence Options Page.

recurrence.txt · Last modified: 2016/09/17 15:56 by admin