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Making a Task Recurrent

Table 225. Availability - Legacy plans


Overview

All users, except for collaborators, can make tasks recurrent unless their access role restricts it.

To make a task recurrent, it must be tagged in at least one folder or project.

Make a task recurrent

  1. Open a task in Task view.

  2. Click the task’s three-dot menu button in the upper right-hand corner.

  3. Select Make recurrent.

  4. Use the pop-up that appears to specify:

    1. How often the recurrence should occur (daily, weekly, monthly, or yearly). It's possible to set a custom frequency.

      Tip

      When you opt for recurrent tasks to be created monthly or yearly on a specific day of the month you can choose to reschedule the task if this day turns out to be a weekend.

    2. When the recurrence should start.

    3. How many times a recurrence should occur: In the Limit to field select a number from 1 to 999.

    4. When the recurrence should end. To specify an end date uncheck the box next to Limit to.

    5. How many tasks should be created upfront. You can set a value from 1 to 60.

  5. Click Save.

The recurrence is created.

FAQ

I don't see the option to make a task recurrent, or the option is greyed out. Why's that?

Make sure that the task that you want to make recurrent is added to at least one folder, project, or space. Otherwise, the task can't be made recurrent, and the option appears greyed out.

Additionally, you might be restricted from making tasks recurrent due to your access role in the current folder, project, or space. In this case, you won't see the option in the task menu. Ask the user who shared the current location with you to update your access role (permissions to Duplicate Folders and Tasks and Edit Task Dates and Dependencies are required), or create a recurrence in a different location.

If you're a collaborator, you won't see the option to make a task recurrent due to your license type limitations.

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