Making a Task Recurrent
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Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
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Availability: Free, Business, Enterprise, Pinnacle.; Unavailability: Team; |
All users, except for Collaborators, Contributors, or Viewers, 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.
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Open a Task 1 in Item view.
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Click the three-dot menu 2 button in the upper-right corner of the task's item view.
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Select Make recurrent 3 .
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Use the pop-up that appears to specify:
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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.
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How frequent the task should be repeated 5.
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When the recurrence should start 6.
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When the recurrence should end 7. To specify an end date uncheck the box next to Limit to.
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How many times a recurrence should occur: In the Limit to field select a number from 1 to 999 8.
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How many tasks should be created upfront. You can set a value from 1 to 60 9.
Note
Creating tasks upfront means that a specified number of tasks will be created in advance. For example, if you select to create 2 tasks upfront, these 2 tasks will be created immediately. When it's time for the 3rd task to be created, only that 3rd task will be generated at that time.
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Click Save 10.
The recurrence is created.
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.
A Subtask can be made recurrent only if it is tagged with a folder/project. When the next recurrent item is created from this subtask, it will not be linked to the original parent task. It will only be linked to the parent folder/project that the subtask was tagged with. In other words, the new recurrences can't be created as a subtask.