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recurrence-options-dialog [2019/12/26 10:22]
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recurrence-options-dialog [2020/01/01 02:00] (current)
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 ([[edit-menu|Menu Bar > Edit]] > Other Task Attributes > Edit Task Recurrence). ([[edit-menu|Menu Bar > Edit]] > Other Task Attributes > Edit Task Recurrence).
  
-This dialog allows you to define a repeating ​pattern ​for your task, which is triggered by marking the task as completeThe consequence of this is that if you don't ever mark the task as complete the task will never recur (re-occur).+This dialog allows you to define a variety of repeating ​patterns ​for your task, similar to Microsoft Outlook 
 +----- 
 +==== Task Occurs====
  
-To explain how the next occurrence of a task is calculated, consider the following simple example:+These options define ​the overall frequency at which your task repeats:\\
  
-1. A task repeats every two days\\ +  * Once 
-2. Its next occurrence is calculated from its current due date (default setting)\\ +  * [[#​task_occurs_daily|Daily]] 
-3. The task is reused each time (default setting).\\+  * [[#​task_occurs_weekly|Weekly]] 
 +  * [[#​task_occurs_monthly|Monthly]] 
 +  * [[#​task_occurs_yearly|Yearly]].
  
-Let's then say that the first occurrence (Due date) of the task falls on a Monday and that the task is completed the following day (Tuesday).+----- 
 +====Task Occurs Daily==== 
 +{{images:​screenshots:​recurring-daily-dialog.png}}
  
-The next occurrence is then simply the current due date (Monday) plus two days = Wednesday. ie. The completion date is irrelevant. Use this setting when the task is critical to a process and cannot be skipped.+**Every** ''<​interval>''​ **days**\\ 
 +Task repeats after the specified interval in days.
  
-For less critical tasks such as 'general house-keeping' ​you can use the option to calculate the next occurrence from the Completion date insteadIn this case the next occurrence becomes the completion date (Tuesday) plus two days = Thursday.+**Every** ​''​<​interval>''​ **weekdays**\\ 
 +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 1 weekdays"​.
  
-The various patterns can be selected from the radio-buttons on the left:+**End after** ''<​interval>''​ **occurrences**\\ 
 +Task stops repeating after the specified number of completions.
  
-//__NoteWhat follows is part way through a rewrite__//+See below[[#​calculate_next_occurrence|Calculate next occurrence]],​ [[#​when_i_complete_this_task|When I complete this task]]
  
-=== Task Occurs Daily=== +-----
-{{images:​screenshots:​recurring-daily-dialog.png}}+
  
-**Every n day(s)**\\ +====Task Occurs Weekly==== 
-Once completed, the task's Due Date will be moved forward ​+{{images:​screenshots:​recurring-weekly-dialog.png}}
  
-**Every ​n weekdays(s)**\\ +**Every** ''<​interval>''​ **weeks**\\ 
-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.+Task repeats after the specified interval ​in days.
  
-**Every ​weekday**\\ +**Every** ​''<​interval>''​ **weeks on** ''<​days of week>''​\\ 
-for each of your weekdays as set in Preferences. This is the same as "every 1 weekday"​.+Task repeats on the specified days of the week, after the specified interval in weeks.
  
-See below for [[#common_settings|common settings]].+**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 ​Monthly==== 
-{{images:​screenshots:​recurring-weekly-dialog.png}}+{{images:​screenshots:​recurring-monthly-dialog.png}}
  
-**Every ​n week(s)**\\ +**Every** ''<​interval>''​ **months**\\ 
- to set a reminder to do this task on the Due Date, and then every week (other week, third week, etc) from that date.+Task repeats after the specified interval in months.
  
-**Every n week(s)**\\ +**Day** ''<​1-31>''​ **of every** ''<​interval>''​ **months**\\ 
- 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 ​day of the monthafter the specified interval in months.
  
-See below for [[#common_settings|common settings]].+**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 ​Monthly=== +====Task Occurs ​Yearly==== 
-{{images:​screenshots:​recurring-monthly-dialog.png}}+{{images:​screenshots:​recurring-yearly-dialog.png}}
  
-**Every ​n month(s)**\\ +**Every** ''<​interval>''​ **years**\\ 
- 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.+Task repeats after the specified interval in years.
  
-**Day d of every m month(s)**\\ +**Every** ''<​January-December>​ <​1-31>''​\\ 
-" 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 ​on the specified day of the year, every year.
  
-**The Nth Day of every m month**\\ +**The** ''<​first/​second/​third/​fourth/​fifth>​ <​Monday-Sunday>''​ **of** ''<​January-December>''​\\ 
-(s)" to ensure the task occurs ​on the same day of each month (other month4th 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.+Task repeats ​on the specified ​day of the weekof the specified ​month of the year, every year.
  
-See below for [[#common_settings|common settings]].+**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=== +====Calculate next occurrence====
-{{images:​screenshots:​recurring-yearly-dialog.png}}+
  
-**Every n year(s)**\\ +**From Due Date**\\ 
-" to set a reminder to do this task on the Due Date, and then every year (other year, third year, etc) from that dateThis 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.+This is the default option ​and should cover most of your needsThe task's new due date is calculated from its old due date regardless ​of when the task is actually completed.
  
-**Every Month Date**\\ +ieWhether you complete the task early, late, or on-time, the next occurrence will always be the same.
- ... just like a typical calendar entry.+
  
-**The Nth Day of Month**\\ +**From Completion Date**\\ 
-" 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.+The task'​s ​new due date is calculated from its completion date.
  
-See below for [[#​common_settings|common settings]].+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.
  
-==Common Settings==+**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.
  
-**End after n occurrences**\\ +If the task contains subtasks then these are also copied and initialised ​to an incomplete state.
-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.+
  
-**Calculate next occurrence**\\ +Furthermoreany tasks which were dependent ​on the '​old'​ task are updated ​to reference ​the newly created task.
-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.+
  
-**When I complete this task**\\ +**Ask me what to do**\\ 
-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}}+Displays ​the following dialog so you don't have to decide ahead of time:\\ 
 +{{images:​screenshots:​recurring-ask-me-dialog.png}}
  
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recurrence-options-dialog.1577355759.txt.gz · Last modified: 2019/12/26 10:22 by admin