Recurring tasks not showing up on calendar
Hi all,
Admittedly I'm very new to Wrike. I'm working on testing it out during the trial.
In addition to creating projects that aren't recurring (which I think I have a decent handle on), I want to use Wrike to track weekly tasks, like a ToDo list.
I have set up what I thought was correct but the recurring tasks do not show up on the calendar, and I can't see them anywhere but this current week? Meaning I created tasks for Monday, Tuesday, Wednesday, Thursday, Friday and set each one to recur weekly. I set the start dates for them as today or this week. I see them on the calendar for today and up through next Thursday but there's nothing else listed after that?
Any ideas on what I'm doing wrong?
Hi Matthew Pappas
My first thought would be that you didn't make enough up front tasks to fill out more of your calendar. If it is a daily task, I would suggest using the "create upfront" spot in the recurrence task menu. Then you could set that to 30 tasks or whatever number you prefer. Otherwise you will need to wait for the next day and it will create next Thursday's task, then the next day it will create next Friday's task and so on.
If that isn't it, can you screenshot your calendar settings? And your recurrent task settings?
Thank you for the tip, Devree. I tried your suggestion, and refreshed the calendar, but still cannot get it to fill up the calendar. Screenshot included.
Matthew Pappas Can you screenshot the filters/set up you have for your calendar? If you have a custom field filter there, new recurrences of tasks don't have custom fields filled in, so that might be part of the problem.
You can close this task Devree Czupinski - all is fixed now and working fine. I didn't realize I had to set up the views on the calendar itself to include the tasks.
Devree Czupinski Hi, I hope you're well! I'm having the same issue. Would you let me know where to find the filters for the calendar and what custom fields need to be set to see the recurring tasks? Thanks!
Meghan Galeazzi Could you provide some screenshots of the problem? The 3 dots next to the calendar name should have "settings" and you can see the filters there:
hi Devree Czupinski! I don't see settings when I click the three dots in the calendar or anything to change in the layer settings with my recurring tasks. screenshots of both below. thanks!
Meghan Galeazzi You would have to edit each one underneath "Americas Calendars" - that is the wrapper for each individual calendar layer beneath it. Try the 3 dots next to Concur due dates.
Hi Devree Czupinski, I see the settings in the Concure due dates but there doesn't seem to be anything to change there, what should the settings look like?
Meghan Galeazzi Got it! I think you would want to use the "Smart" calendar based on tasks or projects to be able to filter!
https://help.wrike.com/hc/en-us/articles/1500005127161#UUID-12f26c11-1dcd-6fd7-7c28-0d2648bb9b6c
Devree Czupinski can I change the calendar type if it is already created? Many people use and link this calendar already. Can I ask someone at the Helpdesk to do so if I cannot do it myself?
Meghan Galeazzi I don't think there is a way to do that unfortunately. You may need to create a new calendar.
Hi Devree Czupinski, when I try to create a new calendar I am only given options for Personal and Simple Agile, seen below. Do you have any next steps on how I can make this a Smart calendar?
Meghan Galeazzi If you need to create a new overall calendar - that part is asking you to set where this calendar should be seen. your personal space or a tool within a space others can see.
To create a smart calendar you would want to add a layer in a new or existing calendar by clicking the 3 dots next to an overall calendar. I think you can also hit the + button next to the calendar name to add a layer:
Then you can create the layer using tasks or projects :