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recurrence-options-dialog [2016/09/02 10:33]
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recurrence-options-dialog [2020/01/01 02:00] (current)
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-====== Recurrence Options Dialog ======+====== Recurrence Options Dialog ====== ​ 
 +([[edit-menu|Menu Bar > Edit]] > Other Task Attributes > Edit Task Recurrence).
  
-A "​[[recurrence|recurrence]]"​ is when a task occurs againit 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.+This dialog allows you to define ​variety of repeating patterns for your task, similar ​to Microsoft Outlook 
 +----- 
 +==== Task Occurs====
  
-The first requirement for this is to have a task that needs to occur more than once. Use [[attribute-visibility-dialog|Task Attribute Visibility]] to show the Recurrence attribute in columns and/or the edit area. Editing a recurrence brings up this page. +These options define the overall frequency at which your task repeats:\\
-{{images:screenshots:​recurrence-options-page.png}}+
  
-(Actually it brings up the default "Task Occurs ​Once", showing "This task does not repeat" ​... but that page makes for a boring screenshot ...)+  * Once 
 +  * [[#​task_occurs_daily|Daily]] 
 +  * [[#​task_occurs_weekly|Weekly]] 
 +  * [[#​task_occurs_monthly|Monthly]] 
 +  * [[#​task_occurs_yearly|Yearly]].
  
-Use [[attribute-visibility-dialog|Task Attribute Visibility]] to show the Recurrence attribute in columns and/or the edit area.+----- 
 +====Task Occurs Daily==== 
 +{{images:​screenshots:​recurring-daily-dialog.png}}
  
-{{images:​screenshots:​recurrence-column.png}} In this screenshot, click the word Weekly for the task. +**Every** ''<​interval>''​ **days**\\ 
-{{images:​screenshots:​recurrence-editfield.png}} In this screenshot, click the three dots next to the word Weekly.+Task repeats after the specified interval in days.
  
-If there is not already a recurrence defined, ​the column will be empty and the edit field shows "​Once"​.+**Every** ''<​interval>''​ **weekdays**\\ 
 +Task repeats after the specified interval in weekdays. ie. The task skips over '​weekend'​ days as defined in the Preferences.
  
-**The page is different for each "Task Occurs" ​option:**+**Every weekday**\\ 
 +Task repeats every weekday as defined in the Preferences. This is equivalent to "Every 1 weekdays".
  
-=== Task Occurs Once===+**End after** ''<​interval>''​ **occurrences**\\ 
 +Task stops repeating after the specified number of completions.
  
-This is the default and there are no options - when the task is complete ​there is no recurrence.+See below: [[#​calculate_next_occurrence|Calculate next occurrence]],​ [[#​when_i_complete_this_task|When I complete ​this task]]
  
-=== Task Occurs Daily===+-----
  
-  * Set "Every n day(s) to set a reminder to do this task on the Due Date, and then every day (other day, third day, etc) from that date. +====Task Occurs Weekly==== 
-  * Set "Every n weekdays(s)"​ which is the same as above but factors in the weekend (according to your Preference settings). So a task for every 2 weekdays will trigger a recurrence for Friday and the next Tuesday, where every 2 days will go from Friday to Sunday and then to Tuesday. +{{images:​screenshots:​recurring-weekly-dialog.png}}
-  * Set "Every weekday"​ for each of your weekdays as set in Preferences. This is the same as "every 1 weekday"​. +
-  * Set "​Calculate next occurrence"​ from the Start Date, Completion Date, or Due Date. So for example, you get a reminder to start on Monday. The next reminder will come next Monday if you use the Start date. If you start on Monday and finish on Wednesday, and this is set to Completion date, then you'll get a reminder the following Wednesday. +
-  * Set "When I complete this task" to Reuse the existing task if that makes sense for your purposes, or to Create a new task if you want to track each event separately. You can also set this to "Ask me what to do" to get the option on each recurrence. +
-  * See below for options which are found at the bottom of all of these options pages.+
  
-=== Task Occurs Weekly===+**Every** ''<​interval>''​ **weeks**\\ 
 +Task repeats after the specified interval in days.
  
-  ​Set "Every n week(s) to set a reminder to do this task on the Due Date, and then every week (other week, third week, etc) from that date. +**Every** ''<​interval>''​ **weeks ​on** ''<​days of week>''​\\ 
-  * Set "Every n week(s) ​on" to ensure ​the task occurs on the same day or days. So for exampleevery 2 weeks on Monday and Friday. +Task repeats ​on the specified days of the weekafter the specified interval in weeks.
-  * See below for options which are found at the bottom of all of these options pages.+
  
-=== Task Occurs Monthly===+**End after** ''<​interval>''​ **occurrences**\\ 
 +Task stops repeating after the specified number of completions.
  
-  * Set "Every n month(s) to set a reminder to do this task on the Due Date, and then every month (other month, third month, etc) from that date. This is good for a quarterly operation that doesn'​t depend on a specific day. +See below: [[#​calculate_next_occurrence|Calculate next occurrence]][[#​when_i_complete_this_task|When I complete ​this task]]
-  * Set "Day d of every m month(s)"​ to ensure the task occurs on the same date of each month (other month, 6th month, etc). So for example, this task needs to be done on the 15th of the month, every 3 months. +
-  * Set "The Nth Day of every m month(s)"​ to ensure the task occurs on the same day of each month (other month, 4th month, etc). So for example, this task needs to be done on the second Tuesday of every other (2) month. This could be for newsletters,​ or maybe group meetings that don't require a meeting every month. Some people find it easier to meet on consistent days rather than some date of the month which falls on different days. +
-  * See below for options which are found at the bottom of all of these options pages.+
  
-=== Task Occurs Yearly===+-----
  
-  * Set "Every n year(s)"​ to set a reminder to do this task on the Due Date, and then every year (other year, third year, etc) from that date. This is good for things like renewing licenses or warranties, or doing some kind of building maintenance every few years, or even birthdays, holidays, and anniversaries. +====Task Occurs Monthly==== 
-  * Set "Every Month Date" ... just like a typical calendar entry. +{{images:​screenshots:​recurring-monthly-dialog.png}}
-  * Set "The Nth Day of Month" for events which occur on a specific day rather than a specific date. For example, in the USA, the Thanksgiving holiday is celebrated on the Fourth Thursday of November, and Mother'​s Day is held on the second Sunday of May in many countries such as Australia and Canada. +
-  * See below for options which are found at the bottom of all of these options pages.+
  
-**These options are found at the bottom of all of these options pages**+**Every** ''<​interval>''​ **months**\\ 
 +Task repeats after the specified interval in months.
  
-  ​Set "End after n occurrences"​ to stop reminders after the task is done some number ​of times. You might make a commitment to do something ​every Monday, just for the next month. Or every day just for 2 weeks. +**Day** ''<​1-31>''​ **of every** ''<​interval>''​ **months**\\ 
-  ​Set "​Calculate next occurrence"​ from the Start Date, Completion Date, or Due Date. So for example, you get a reminder to start on Monday. The next reminder will come next Monday if you use the Start date. If you start on Monday and finish on Wednesday, and this is set to Completion date, then you'll get a reminder the following Wednesday. +Task repeats on the specified day of the monthafter the specified interval in months.
-  * Set "When I complete this task" to Reuse the existing task if that makes sense for your purposes, or to Create a new task if you want to track each event separately. You can also set this to "Ask me what to do" to get the option on each recurrence. With that option setwhen you completea recurring task, you get the page described [[reuse-recurring-task-dialog|here]].+
  
 +**The** ''<​first/​second/​third/​fourth/​fifth>​ <​Monday-Sunday>''​ **of every** ''<​interval>''​ **months**\\
 +Task repeats on the specified day of the week, after the specified interval in months.
  
-[[recurrence|Another page]] is available which should ​contain more insight ​on how to use recurrences in more general senserather than how to configure them.+**End after** ''<​interval>''​ **occurrences**\\ 
 +Task stops repeating after the specified number of completions. 
 + 
 +See below: ​[[#​calculate_next_occurrence|Calculate next occurrence]], [[#​when_i_complete_this_task|When I complete this task]] 
 + 
 +----- 
 + 
 +====Task Occurs Yearly==== 
 +{{images:​screenshots:​recurring-yearly-dialog.png}} 
 + 
 +**Every** ''<​interval>''​ **years**\\ 
 +Task repeats after the specified interval in years. 
 + 
 +**Every** ''<​January-December>​ <​1-31>''​\\ 
 +Task repeats on the specified day of the year, every year. 
 + 
 +**The** ''<​first/​second/​third/​fourth/​fifth>​ <​Monday-Sunday>''​ **of** ''<​January-December>''​\\ 
 +Task repeats on the specified day of the week, of the specified month of the year, every year. 
 + 
 +**End after** ''<​interval>''​ **occurrences**\\ 
 +Task stops repeating after the specified number of completions. 
 + 
 +See below: [[#​calculate_next_occurrence|Calculate next occurrence]],​ [[#​when_i_complete_this_task|When I complete this task]] 
 + 
 +----- 
 + 
 +====Calculate next occurrence==== 
 + 
 +**From Due Date**\\ 
 +This is the default option and should ​cover most of your needs. The task's new due date is calculated from its old due date regardless of when the task is actually completed. 
 + 
 +ie. Whether you complete the task early, late, or on-time, the next occurrence will always be the same. 
 + 
 +**From Completion Date**\\ 
 +The task's new due date is calculated from its completion date. 
 + 
 +eg. You had scheduled a monthly task to get haircut but you were 2 weeks late on one occasion. 
 +Your next haircut would be scheduled a month from the date you actually received your haircutnot from the date you were scheduled ​to get it. 
 + 
 +**From Start Date**\\ 
 +The task's new due date is calculated from its current start date. 
 +----- 
 +====When I complete this task==== 
 + 
 +**Reuse the existing task**\\ 
 +This is the default. The existing task is reverted to an incomplete state:\\ 
 +  * Completion date is cleared 
 +  * Time Spent is cleared 
 +  * Percentage Completion is cleared 
 +  * Status is set to its default state 
 +  * Comments are cleared if **Preserve Comments** is not set 
 + 
 +If the task contains subtasks then these are also reverted to an incomplete state. 
 + 
 +**Create a new task**\\ 
 +A copy of the completed task is inserted below the existing task and is initialised to an incomplete state as above. 
 + 
 +If the task contains subtasks then these are also copied and initialised to an incomplete state. 
 + 
 +Furthermore,​ any tasks which were dependent on the '​old'​ task are updated to reference the newly created task. 
 + 
 +**Ask me what to do**\\ 
 +Displays the following dialog so you don't have to decide ahead of time:\\ 
 +{{images:​screenshots:​recurring-ask-me-dialog.png}} 
 + 
 +----- 
 + 
 +See also: [[recurrence|Recurring (Repeating) Tasks]] for a more general discussion on recurring tasks.
  
  
recurrence-options-dialog.1472812406.txt.gz · Last modified: 2016/09/02 10:33 by admin