Laura Boylan

January 03, 2019 19:53

Recurring tasks created by users who are later deactivated

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From what I can tell, recurring tasks that were created by a deactivated user no longer recur. So, it seems like whenever an employee leaves, we will need to identify any recurring tasks they created that should still recur, and recreate them from another still-active user account. That seems wrong...

If this is indeed true, how can we find all of the recurring tasks that need to be duplicated? I don't see any filters for recurring tasks in the reporting function or in any of the task filters.

Can anyone enlighten me on how recurring tasks created by users who are later deactivated are supposed to behave, and how to best ensure that they continue to recur?

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  Julie Watt

  January 04, 2019 19:50

  Found this info in multiple places if it helps 😀

  • If a user who created a recurrence sequence is removed from the account or downgraded to a Collaborator, the recurrence is stopped (no new tasks are created in the sequence).

  • https://help.wrike.com/hc/en-us/community/posts/115003892509-How-can-we-see-all-recurring-tasks- 

    Resume a Recurrence

    1. Open any task which is part of the recurrence.
    2. Click on the task’s menu button in its upper right-hand corner.
    3. Select “Edit recurrence”.
    4. Click “Resume” at the top of the pop-up.
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  Laura Boylan

  January 08, 2019 16:25

  Thanks Julie. My problem is that this fix requires manual intervention... you have to know which tasks have to be manually resumed, and I can't find any way to identify recurring tasks created by a specific user.

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  Julie Watt

  January 08, 2019 17:52

  This may not help at the moment but going forward someone else posted "I've been using a folder as tag called "Recurring" that way I can see all recurring tasks in place across my team."  His name is Justin and it was in the link I shared with you above.  

  I also tried looking if I could find something for you in dashboards and if I created my own widget there is a little recurring arrow that shows next to the items that are recurring if that helps.  You can add as many users as needed to find them all. :) 

  

   
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  Laura Boylan

  January 08, 2019 18:18

  Thanks Julie.

  The solution Justin came up, while an innovative workaround, doesn't solve our problem. This approach will work only if the user remembers to tag their recurring tasks, which is a pretty big "if".

  We'll try the dashboard workaround in the meantime. I still consider this a workaround rather than a solution, as it requires you to review all tasks created by a user to identify recurring tasks by the little icon. This would work much better if we could filter by recurring tasks. I'll comment on this ove in Product Feedback.

  Again, thanks for the help!

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