Recurring tasks are tasks that happen over a specified interval on a regular basis. This is particularly useful when you have tasks that occur on a weekly or monthly basis. Maybe you have a monthly status report meeting or a weekly review with your team – these are both scenarios where the recurring task feature comes in handy.
Table of Contents
- Assigning a recurring schedule for a new task
- Assigning a recurring schedule for an existing task
- Editing an existing recurring schedule for a task
- Removing a recurring schedule for a task
Assigning a recurring schedule for a new task
Step 1
Add a new task to an existing project list.
Step 2
Under the Recurring section, click on Make this task recurring.
Step 3
Select a repeat schedule from the drop-down. Available options are:
- Monthly
- Weekly
Step 4
Depending on your selection, you will see the following options:
Monthly
The monthly repeating option provides you options like the exact time when the task will recur, and the date the task will recur. Available options are the first day of the month, the 15th day of the month, and the last day of the month.
Weekly
The weekly repeating option allows you to choose the exact time the task will recur and on which days. For example, if you’ve selected a task to recur weekly at 4 pm on weekdays, the task will recur daily from Monday-Friday the following week.
Step 5
Select the list where the recurring task will appear. The options available here will vary depending on the current project’s workflow.
Step 6
Next, choose the recurring task’s position on the list you’ve chosen.
Step 7
Hit Save to finish.
Assigning a recurring schedule for an existing task
Step 1
Open an existing task.
Step 2
Under the Recurring section, click on Make this task recurring.
Step 3
Select a repeat schedule from the drop-down. Available options are:
-
- Monthly
- Weekly
Step 4
Depending on your selection, you will see the following options:
Monthly
The monthly option provides you options like the exact time when the task will recur, and the date the task will recur. Available options are the first day of the month, the 15th day of the month, and the last day of the month.
Weekly
The weekly option allows you to choose the exact time the task will recur and on which days. For example, if you’ve selected a task to recur weekly at 4 pm on weekdays, the task will recur daily from Monday-Friday the following week.
Step 5
Select the list where the recurring task will appear. The options available here will vary depending on the current project’s workflow.
Step 6
Next, choose the recurring task’s position on the list you’ve chosen.
Step 7
Hit Save to finish.
Editing an existing recurring schedule for a task
Step 1
Open one instance of a recurring task.
Step 2
Under the Recurring section, you’ll see the sequence of this task on the repeat schedule. In the example below, it shows that this task is the 4th instance out of 7 recurring instances of this task. Click on Settings to modify this task, or View most recent to jump to the last instance of the recurring task sequence.
Step 3
Select a repeat schedule from the drop-down. Available options are:
-
- Monthly
- Weekly
Step 4
Depending on your selection, you will see the following options:
Monthly
The monthly option provides you options like the exact time when the task will recur, and the date the task will recur. Available options are the first day of the month, the 15th day of the month, and the last day of the month.
Weekly
The weekly option allows you to choose the exact time the task will recur and on which days. For example, if you’ve selected a task to recur weekly at 4 pm on weekdays, the task will recur daily from Monday-Friday the following week.
Step 5
Select the list where the recurring task will appear. The options available here will vary depending on the current project’s workflow.
Step 6
Next, choose the recurring task’s position on the list you’ve chosen.
Step 7
Hit Save to finish.
Removing an existing recurring schedule for a task
Step 1
Open an existing recurring task.
Step 2
Click on Settings under the Recurring section.
Step 3
Click Remove.
Step 4
Click the Confirm to finish removing the recurring settings.
Repeat settings are stored in each task. All recurring settings MUST be removed on each repeated instance to ensure that the tasks do not duplicate.
Tasks from archived projects and sprints will no longer repeat.
The following information is included in the recurring task instance: Description, Labels, Assignees, Followers, Checklists, and Attachments.
In instances of multiple recurring settings, the details from the last available instance are repeated.
