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Making a Task Recurrent

Table 45. 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 1 in Item view.

  2. Click the three-dot menu 2 button in the upper-right corner of the task's item view.

  3. Select Make recurrent 3 .

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

    1. How often the recurrence should occur (daily, weekly, monthly, or yearly) 4. 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. How frequent the task should be repeated 5.

    3. When the recurrence should start 6.

    4. When the recurrence should end 7. To specify an end date uncheck the box next to Limit to.

    5. How many times a recurrence should occur: In the Limit to field select a number from 1 to 999 8.

    6. How many tasks should be created upfront. You can set a value from 1 to 60 9.

  5. Click Save 10.

Pop_up.png

The recurrence is created.

FAQ

I don't see the option to make a task recurrent, or the option is in grey. Why is this?

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 in grey.

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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