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recurrence-options-dialog [2016/09/17 05:52]
admin
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]]).+([[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.  
- +----- 
-Each radio-button on the left brings up a different set of options:+==== Task Occurs====
  
-=== Task Occurs Once=== +These options define the overall frequency at which your task repeats:\\
-{{images:screenshots:​recurring-once-dialog.png}}+
  
-This is the default and there are no options - when the task is complete there is no recurrence.+  * Once 
 +  * [[#​task_occurs_daily|Daily]] 
 +  * [[#​task_occurs_weekly|Weekly]] 
 +  * [[#​task_occurs_monthly|Monthly]] 
 +  * [[#​task_occurs_yearly|Yearly]].
  
-=== Task Occurs Daily===+----- 
 +====Task Occurs Daily====
 {{images:​screenshots:​recurring-daily-dialog.png}} {{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 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+**Every** ''<​interval>''​ **days**\\ 
-  Set "Every weekday" for each of your weekdays ​as set in Preferences. This is the same as "every weekday". +Task repeats after the specified interval in days
-  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. +**Every** ''<​interval>''​ **weekdays**\\ 
-  * See below for options which are found at the bottom of all of these options pages.+Task repeats after the specified interval ​in weekdaysie. The task skips over '​weekend' ​days as defined in the Preferences
 + 
 +**Every weekday**\\ 
 +Task repeats every weekday ​as defined ​in the Preferences. This is equivalent to "Every weekdays". 
 + 
 +**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 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 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 after the specified interval in days
-  See below for options which are found at the bottom ​of all of these options pages.+ 
 +**Every** ''<​interval>''​ **weeks on** ''<​days of week>''​\\ 
 +Task repeats ​on the specified ​days of the weekafter 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===+====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 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 newslettersor 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.+**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 weekafter 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===+====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 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+**Every** ''<​interval>''​ **years**\\ 
-  Set "Every Month Date" ... just like a 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 Novemberand 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 weekof the specified month of the yearevery 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]]
  
 ----- -----
  
-**These options are found at the bottom of all of these options pages**+====Calculate next occurrence====
  
-  ​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. +**From Due Date**\\ 
-  ​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. +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.
-  * 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 complete a recurring task, you see the following dialog:\\ {{images:​screenshots:​recurring-ask-me-dialog.png}}+
  
 +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 a 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 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.
 +
 +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}}
 +
 +-----
  
-[[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.1474091543.txt.gz · Last modified: 2016/09/17 05:52 by admin