Recurring tasks created by users who are later deactivated
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?
Found this info in multiple places if it helps 😀
https://help.wrike.com/hc/en-us/community/posts/115003892509-How-can-we-see-all-recurring-tasks-
Resume a Recurrence
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.
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. :)
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 over in Product Feedback.
Again, thanks for the help!
Hi Laura,
I currently have the same problem and haven't been able to find any solutions, just to manually check tasks which is a pain!
Would love to see a solution for this, perhaps an option when running a report to see recurrences created by user.
I like the dashboard idea. Could the Wrike team add Recurring to Task Type when one creates a custom Widget?
Laura Boylan WHat if I move your post to the Product Feedback forum? That way, we'll be passing your feedback to the team and once the suggestion reaches 60 upvotes, the team will add a Product status there 👍
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Lisa - yes, please go ahead and move this post
Thank you, Laura Boylan, done 🙂
Everyone, please make sure to +1 the suggestion above. Thanks 😉
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
This is a really bothersome functionality - and we have no way to filter for it or otherwise address it when the user who created a recurrence is disabled or downgraded. Ugh!
Thank you for sharing this feedback, Whitney Harper. No update at the moment - if there is any new information in relation to this suggestion, I'll be sure to let you know.
Others would also like to know as well, please? This could be a detrimental problem for project progress. Have there been any updates since August of 2020?
Thank you. I look forward to hearing about a solution to a problem for any team who has any turnaround of personnel who are using Wrike and creating recurring tasks. Seems like something that could wreak havoc on the management and flow of project progress and information. And it just stops without warning....Or a sensible solution to identifying and addressing the problem?☹️ Hope there is an update soon.
Hi Catherine Wetzel, I totally understand; we'll keep you posted on any updates!
I am also looking for a solution to this issue. Our team uses recurrences a lot and when a user from a specific team leaves, we have to go through a really tedious process of identifying the recurrences that users set up and then recreating them. Ideally I'd love to be able to transfer the authorship of the recurrence to another user before deactivating, as well as an easy way to pull a report of active tasks that have recurrences set up. This is something that our team is hoping for an update on so we don't have to do this manual process every time someone leaves.
Thanks a lot for supporting the suggestion here Maggie Jeter; your feedback is reported to the team 👍
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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We have two issues
1.We have transferred any active recurring assigned tasks to new users. I need to check if the new/update recurring task with comply, with the yet to be created task (advanced tasks). I have to assume I will need to change these within the recurring task.
2. if the author has left then a manual workaround is still needed and resuming manually this recurrence is still only available. We need the Wrike team to put 2 things into the roadmap
1. How to filter by only recurring task
2. How to resume recurring tasks by perhaps list view, when an author has left
This support ticket has been active for 4 years Wrike team, It needs to be addressed and get higher on the roadmap list
Thanks
Brian
Thanks a lot for sharing your use cases and feedback Brian Flower! Please make sure to upvote the original post here if you haven't yet - our Product Feedback forum works off the voting system, and once an idea reaches the 60 votes threshold, it receives a status and gets more exposure to our Product team during internal discussions. Please find more info on that here, and let me know if you need help with anything else 👍
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
I also have this same problem. The support team told me to create a dashboard of all the completed tasks for a specific user, then scroll through the list in the widget and look for the recurrence icon and/or a date in the title of the task. While this is a workaround, it's a terribly laborious process every time we need to deactivate/delete a user. My last user had thousands of completed tasks that I had to manually look through for any that recur, then manually change who they will recur to next time. I highly suggest the development team come up with an easier solution.
Hello Amanda Stutzman, welcome to the Community. Thank you for sharing your experience with us and for supporting this suggestion. I have passed your feedback on to our dedicated team 👍
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