Recurring Tasks Improvements

Apologies if these are listed elsewhere - I have searched!

We're having a number of 'issues' with recurring tasks - we use them frequently across Wrike. Definitely into the hundreds, already created.

The biggest issue I have is the creator of tasks and the fact that when the user is downgraded, the recurrence stops. When staff leave, we downgrade them - but I cannot lose the tasks or spend the time recreating them. So we need a way of transferring ownership, or easily amending the recurrence.

This is now causing me big issues - I have no idea how many tasks I need to recreate (see below), but it's at least 50. I don't have this time.

I would also love:

  • An easy way to change the status of the task, if set up incorrectly for the recurrence. Currently I have to amend the task, delete the recurrence, change the status then recreate the recurrence!
  • A way to identify just recurring tasks - with some sort of filter/search etc. Having to look for the circular arrow just doesn't work
  • Switch off inbox notifications for recurring tasks - it fills the inbox up with useless info as the task will clearly be listed on dashboard/My Work

Hope this all makes sense.

20
12 Kommentare
Spot On Innovative Approach Stellar Advice
Avatar

Additional to the way to identify recurring tasks, the circular arrow icon only shows up in list view. Why doesn't it show up in Table view and some indication in Gantt view? It should show this property in all views so you can tell when viewing the entire project what tasks are recurring.

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I am visiting the online community for the first time.  My thought was that there MUST be some way to get a list of recurring tasks so that it can be monitored and / or edited and that I was just not finding it.   But it seems there is not yet a way to do that?   Is this something that is in the works?

 

 

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi everyone! Thank you so much for sharing your feedback here!

I've checked with the team, and they aren't planning to introduce any changes in regards to recurring tasks in the short-term. At the same time, once they come back to them, they'll be definitely looking at what you've suggested here. I'll get back here once there are any updates. 

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

We just ran into the issue with downgraded accounts as well. When I first noticed it, I was hoping that the new feature to transfer items to another user while deleting a user would take care of it, but I have been told by our Wrike customer success manager that the new process doesn't cover recurring tasks.

This was one of the main reasons we were not deleting users to begin with. It would be great if that process could also address recurring tasks.

However, the other options here would be immensely helpful as well. Being able to filter and search for recurring tasks as well as not auto-follow them would be helpful when managing recurring tasks.

2
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Thanks for your input, Joshua Balentine

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

+1 for a better way of identifying all recurring tasks.

Our team uses the Calendar and Recurring Tasks feature to plan compliance and maintenance tasks out in advance. Often these events happen quarterly or annually and 99% of the time are closed, so going back to find and edit them is challenging/impossible.

It would be really handy if there were something like a tab within spaces where you could view all recurring tasks, here's an example of what I mean:

2
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I agree with Andy, having a way to easily find and manage Recurring Tasks would be very helpful. 

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Hi Andy Dustin, thank you for sharing this example! It's been passed on to the team. 

And thank you for your input as well, Jason Pontius! If you have any other questions, be sure to let me know.

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

This is a huge pain point for our team as well! We had a number of employees furloughed, so we downgraded their status for legal reasons, however, many of the recurrences that the remainder of the team relies on did not continue recurring. We have lost a great efficiency here and are having to spend hours manually going through each task and ensuring the recurrence continues so no tasks are missed. We need a way around this! 

Additionally, I agree that a way to mass update recurrences without ending the recurrence, editing, then rescheduling the recurrence would be a huge benefit. Whenever we make a small text change, date change or assignee change - it takes a lot of extra effort to update all of our hundreds of recurring tasks. 

We are having to re-think our recurrence task strategy, because it's just not working in it's current state. 

3
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Thank you for sharing your input here, Laura Walz! It's been sent to the Product team.

 

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

How can I find all my recurring tasks?  I have no idea whats there and I don't want to remake them.  I tried Calendar, Reports and Dashboards.  I guess I have to use another tool like Excel to list them in so I know what I put in Wrike.  I am in health care and we have over 100 recurring tasks, some are licensing renewals which are very important and it sucks that there is not a view that will just list them all (that I can find).

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Hey Ryan Winchester, and welcome to the Community!

While it is possible to recognize a recurring task by looking for the symbol beside a task, it is currently not possible to show all recurring tasks in the workspace in one view. Thank you for sharing your use case here, it's been passed on to the Product team. If there are any updates to share in relation to this request, I'll be sure to let you know.

0
Aktionen für Kommentare Permalink

Folllowing List for Post: Recurring Tasks Improvements
[this list is visible for admins and agents only]

Didn’t find what you were looking for? Write new post