Skip to main content
Setting up a recurring task

Daily, weekly, monthly or annual tasks

Updated over 4 years ago

If you have a task that you repeat regularly, you can schedule it to reoccur automatically. Click on the task's title so that its detail panel appears, then click the icon with the 3 vertical dots.

Select 'Recurring task' from the drop down menu. You will then be given the option of daily, weekly, monthly or annual recurrences.

Daily tasks

Selecting 'Daily' gives the option of choosing the number of days between each recurrence, or you can repeat the task everyday that’s a weekday.

Weekly tasks

Selecting 'Weekly' gives the option of choosing the number of weeks between each recurrence and the day of the week that it occurs.

Monthly tasks

Selecting 'Monthly' gives the option of choosing the number of months between each occurrence and the day of the month that it occurs.

Annual tasks

Selecting 'Yearly' gives the option of choosing the number of years between each recurrence and the day that it occurs.

Range of recurrence

After selecting the frequency of the recurrence the start date will be defaulted to the day of entry. You then have the option of selecting the number of recurrences that you want, or you can add an end date.

Reminder

You have the option of adding a reminder for the assignee. Select an option from the drop down menu and click 'Save'.

In the task list recurring tasks are marked with a circular arrow icon.

Did this answer your question?