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Custom fields for recurring tasks

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    1Marjorie Downey

    Tagging this one as i'm interested in the answer as well.

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    1Marjorie Downey

    Claire,

    I created a task, added a custom Field and then made the task recurring. The custom Field was in all the recurring tasks. I did apply the custom field to the FOLDER where the task is located and duplicates to under New Table.

    Not sure why yours would not duplicate as well.ย 

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    Michael Michalak

    Same, I wonder if this has to do with the place you add the custom field as well. Good suggestion Marjorie!

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    Claire Stewart

    Thanks, Marjorie. I wasn't as clear above -- the custom field itself was duplicated, but the content of the field was not. So if the Custom Field was "Budget Dept." and I wanted every recurring task to say "HR", the original task had the custom field entered in as "HR", but all subsequent tasks just showed the custom field with no content. "HR" has to be manually entered for each recurring task.

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    Lisa

    @Claire Hey, thanks for posting!:)
    The Custom Fields are duplicated in the Recurring tasks, but values have to be put in manually. It would be great to hear how you're using Custom Fields values in the Recurrent tasks! As I understand, they don't change from week to week?ย 

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    Claire Stewart

    @Lisa yes, that's correct. The custom field values don't change from week to week. We're using the custom fields to be able to track recurring report submissions on our team. Some reports are annual, monthly, weekly, and even daily. Most of the information for the reports to be submitted is included in the Description, but there are some values - like the person responsible to review the report, and the department who owns the report - for which we'd like to have Reports, which requires a Custom Field to be able to filter fields in a Report, as far as I know. Any recommendations for being able to create Reports on the department or other factors without having to create Custom Fields, which must be manually entered?

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    Lisa

    @Claire thanks a lot for your explanationย ๐Ÿ™‚ What if you create a parent Folder called Departments, then create subfolders corresponding with all the departments that can be responsible for a Report, and then tag Tasks from different Folders/Projects with a particular department subfolder? That way you can create a Task-based Report on these subfolders separately, and you'll see all the Tasks a particular department is responsible for. The Recurring Tasks will inherit the tags from the parent Task.
    Please let me know if that can help you.
    ย 

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    Josh Tyler

    Hello!

    My company is having the same exact info. There should be a way to have a task with SET custom fields that show, for our use, information that does not usually change that is necessary to have when doing that task. Is there a work around for this? The sub folders idea mentioned above would not help in this instance.

    Thank you!

    Josh

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    Lisa

    @Josh Hi, welcome to the Community, happy to see you here ๐Ÿ™‚

    If that's the info that is needed in all tasks like this, why not include it in the description? You then will be able to make that task recurrent or duplicate it with description. You can also create a Blueprint task/project and use it as a template. Please let me know if you'd like to discuss this further, I'll be happy to help ๐Ÿ™Œ

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    Will Mann

    Hi Lisa,

    ย 

    We need to be able to sort independently by each of the different variables in custom fields, having them in the description doesn't allow us to do this. We're creating an inordinate amount of busy work for ourselves currently duplicating the tasks so that we can have the data in the custom fields in new "recurring" tasks. Since duplicating a completed task reverts the new duplicate back to the new status we're effectively manually making recurring tasks however it's become a huge time suck.

    ย 

    Will

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    Lisa

    Hi @Will, happy to see you on the Community ๐Ÿ™‚ Thanks a lot for posting your feedback here!

    @All, I think it might be a good idea to move this thread to the Product Feedback forum so that our Community members could upvote the idea. What do you think?ย 

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    Alex Walton

    I think this should go to the product feedback forum. My company would also benefit from having the value of a custom field copy over in a recurring task.

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    Lisa

    Thank you for sharing your thoughts here, Alex Walton! I'll go ahead and move this post to the Product Feedback section ๐Ÿ‘

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    Jack Allen

    Hi - chiming in as another user that thinks it would be very beneficial to enable the duplication of custom fields' content in recurring tasks. Our firm tracks budgeted and actual time to complete tasks very closely, and it would be very helpful for the recurring tasks that we create to show the same budgeted time that I entered (in a custom field) whenever that tasks recurs. It is not helpful to have the budgeted time in the description, because I use that custom field to create a report that sums up the amount of budgeted time for total tasks per week so I can see how full my employees' plates are. Currently I cannot achieve that without re-entering their budgeted time for every recurring task (and there are so many that I do not have the time to do this).

    Really hoping the product development team will do something to update this!

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    Kristen Gundersen

    (Edited )

    My team would also benefit from this! Let me know if there are any further developments!ย 

    We have tasks filter into an editorial calendar, which is mapped from the custom field in each of these tasks. It would be great if I didn't have to set these manually once the recurring task was created. We have two custom fields for these types of tasks--one does not change (this is the one I wish would duplicate with the recurring task) and one that change based on the content we are sharing (and would remain a manual selection for each recurring task).

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