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recurrence-options-dialog [2016/09/09 13:27]
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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|Menubar ​> Edit > Other Task Attributes > Edit Task Recurrence]]).+([[edit-menu|Menu Bar > Edit]] > Other Task Attributes > Edit Task Recurrence).
  
-{{images:​screenshots:​recurring-dialog.png}}+This dialog ​allows you to define a variety of repeating patterns for your task, similar to Microsoft Outlook 
 +----- 
 +==== Task Occurs====
  
-A "​[[recurrence|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.+These options define ​the overall frequency at which your task repeats:\\
  
-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. +  * Once 
-Use [[attribute-visibility-dialog|Task Attribute Visibility]] to show the Recurrence attribute in columns and/or the edit area.+  * [[#​task_occurs_daily|Daily]] 
 +  * [[#​task_occurs_weekly|Weekly]] 
 +  * [[#​task_occurs_monthly|Monthly]] 
 +  ​* ​[[#​task_occurs_yearly|Yearly]].
  
-{{images:​screenshots:​recurrence-column.png}} In this screenshot, click the word Weekly for the task. +----- 
-{{images:​screenshots:​recurrence-editfield.png}} ​In this screenshot, click the three dots next to the word Weekly.+====Task Occurs Daily==== 
 +{{images:​screenshots:​recurring-daily-dialog.png}}
  
-If there is not already a recurrence defined, ​the column will be empty and the edit field shows "​Once"​.+**Every** ''<​interval>''​ **days**\\ 
 +Task repeats after the specified interval in days.
  
-**The page is different for each "Task Occurs"​ option:**+**Every** ''<​interval>''​ **weekdays**\\ 
 +Task repeats after the specified interval in weekdays. ie. The task skips over '​weekend'​ days as defined in the Preferences.
  
-=== Task Occurs Once=== +**Every weekday**\\ 
-{{images:​screenshots:​recurring-once-dialog.png}}+Task repeats every weekday as defined in the Preferences. This is equivalent to "Every 1 weekdays"​.
  
-This is the default and there are no options - when the task is complete there is no recurrence.+**End after** ''<​interval>''​ **occurrences**\\ 
 +Task stops repeating after the specified number of completions.
  
-=== Task Occurs Daily=== +See below[[#​calculate_next_occurrence|Calculate next occurrence]][[#​when_i_complete_this_task|When I complete this task]]
-{{images:screenshots:​recurring-daily-dialog.png}} +
-  * 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. +
-  * 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. +
-  * 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 DateCompletion 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===+----- 
 + 
 +====Task Occurs Weekly====
 {{images:​screenshots:​recurring-weekly-dialog.png}} {{images:​screenshots:​recurring-weekly-dialog.png}}
  
-  ​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**\\ 
-  ​Set "Every n week(s) on" to ensure the task occurs on the same day or days. So for example, every 2 weeks on Monday and Friday. +Task repeats after the specified interval in days.
-  ​See below for options which are found at the bottom of all of these options pages.+
  
-=== Task Occurs Monthly===+**Every** ''<​interval>''​ **weeks on** ''<​days of week>''​\\ 
 +Task repeats on the specified days of the week, after the specified interval in weeks. 
 + 
 +**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 Monthly====
 {{images:​screenshots:​recurring-monthly-dialog.png}} {{images:​screenshots:​recurring-monthly-dialog.png}}
  
-  ​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. +**Every** ''<​interval>''​ **months**\\ 
-  ​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+Task repeats after the specified interval in 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===+**Day** ''<​1-31>''​ **of every** ''<​interval>''​ **months**\\ 
 +Task repeats on the specified day of the month, after the specified interval in months. 
 + 
 +**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. 
 + 
 +**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}} {{images:​screenshots:​recurring-yearly-dialog.png}}
  
-  ​Set "Every n year(s)"​ to set a reminder to do this task on the Due Dateand then every year (other ​year, third year, etc) from that date. This is good for things like renewing licenses or warrantiesor doing some kind of building maintenance every few years, or even birthdays, holidaysand anniversaries+**Every** ''<​interval>''​ **years**\\ 
-  Set "Every Month Date" ​... just like typical calendar entry+Task repeats after the specified interval in years. 
-  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.+**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 earlylate, or on-timethe next occurrence will always be the same
 + 
 +**From Completion ​Date**\\ 
 +The task's new due date is calculated from its completion date. 
 + 
 +egYou had scheduled a monthly task to get a haircut but you were 2 weeks late on one occasion. 
 +Your next haircut would be scheduled ​month from the date you actually received your haircut, not 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.
  
-**These options ​are found at the bottom of all of these options pages**+Furthermore,​ any tasks which were dependent on the '​old'​ task are updated to reference ​the newly created task.
  
-  ​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. +**Ask me what to do**\\ 
-  ​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. +Displays ​the following dialog so you don't have to decide ahead of time:\\ 
-  * 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 set, when you completea ​recurring ​task, you get the page described [[reuse-recurring-task-dialog|here]].+{{images:​screenshots:​recurring-ask-me-dialog.png}}
  
 +-----
  
-[[recurrence|Another page]] is available which should contain more insight on how to use recurrences in a more general ​sense, rather than how to configure them.+See also: [[recurrence|Recurring (Repeating) Tasks]] for a more general ​discussion on recurring tasks.
  
  
recurrence-options-dialog.1473427672.txt.gz · Last modified: 2016/09/09 13:27 by admin