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Recurrence Options Dialog

(Menu Bar > Edit > Other Task Attributes > Edit Task Recurrence).

Recurring tasks are simply tasks that repeat one or more times after being marked as complete.

This dialog allows you to define a variety of repeating patterns for your task similar to Microsoft Outlook. , which is triggered by marking the task as complete. The various patterns require little further explanation (see below) but it's definitely worth explaining how subsequent task occurrences are calculated because this is the one

To explain how the next occurrence of a task is calculated, consider the following simple example:

1. A task repeats every two days
2. Its next occurrence is calculated from its current due date (default setting)
3. The task is reused each time (default setting).

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).

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.

For less critical tasks such as 'general house-keeping' you can use the option to calculate the next occurrence from the Completion date instead. In this case the next occurrence becomes the completion date (Tuesday) plus two days = Thursday.

The various patterns can be selected from the radio-buttons on the left:

Note: What follows is part way through a rewrite

Task Occurs Daily

Every n day(s)
Once completed, the task's Due Date will be moved forward

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.

Every weekday
for each of your weekdays as set in Preferences. This is the same as “every 1 weekday”.

See below for common settings.

Task Occurs Weekly

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 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.

See below for common settings.

Task Occurs Monthly

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.

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.

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 common settings.

Task Occurs Yearly

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 Month Date
… just like a typical calendar entry.

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 common settings.

Common Settings

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.

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.

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:

See also: Recurring (Repeating) Tasks for a more general discussion on recurring tasks.

recurrence-options-dialog.1577438867.txt.gz · Last modified: 2019/12/27 09:27 by admin