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How to Create a Recurring Task

A recurring a task is a task which repeats in a defined period of time and needs to be completed multiple times. Recurring tasks help you handle a lot of repeated stuff you do not want to forget about:

  • write a weekly report (every 7 days on Friday);
  • discuss project status (every business day at 12 PM);
  • change water filter in coffee maker (every 30 days).

You can set recurring tasks to particular dates, or regenerate tasks with a specified time in between occurrences.

To create a recurring task:

1. In an open task, click «Recurrence» in the Ribbon.

2. In the «Recurrence» window, set recurrence parameters:

  • Set Recurrence pattern (Daily, Weekly, Monthly or Yearly) following which the task should recur, and then do one of the following:
    • Make the task recur at set intervals: in the «Recurrence pattern» section, select the options for the frequency interval that you want. Do not select «Regenerate new item» or the task will not recur at regular intervals;
    • Make the task recur based on completion date: select «Regenerate new item», and in the box that opens type the amount of days after completion of the task after which a new task must be generated.
  • Specify Range of recurrence — how many times should the task be recreated (by a certain date, adter a number of occurrences, no end date);
  • Create a new task only after completing the previous task — select this check box if you want to pause creation of recurring tasks if the previous recurring task has not been completed yet;
  • Copy comments — select this check box if you want to copy all comments to recurring tasks being created;
  • Copy attachments — select this check box if you want to copy all attachments to recurring tasks being created.

3. When finished, click «Save».

Setting task recurrence