Recurrent Tasks are Updated!

Hi everyone!

Today we released a new version of recurrent tasks into Wrike! This is a particularly exciting release for our team because it was a request that gained momentum in the Community forums and came directly from you. To everyone who helped us beta test over the last few months and provide feedback, thank you. Now let’s talk about what we’ve done!

With the upgraded version of recurrent tasks:

  • You decide how many tasks from the sequence should be created at a time. For example, always have the upcoming four (or five, or six, etc) tasks created.
  • Upcoming tasks in the sequence are automatically created for you.
  • Updated UI for the description field editor

This release originated with your feedback and we would appreciate your feedback going forward! Let us know in the comments below.

Anton Danilov Community Team at Wrike Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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Using Wrike is all about saving time and least clicks possible within the workflow (users expect this from a well designed website). 

Please add this functionality for your users to benefit and save time ⌛️

Thank you

Anne

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The issue I've been having for the past several months is recurring tasks just not showing up at all, even though they have an upfront task created, and end on a specified date about a year from now. No matter what I do, every week for these particular Wrike tasks, I go back in to the recurrence, and just hit save, and then it pops up on my "Dashboard" again.

 

You can imagine this is getting super annoying, since its specifically the most important audit tasks I do on a daily basis. If anyone has a good workaround until this is fixed, please let me know.

 

This doesn't happen to all of my tasks, thankfully, but weirdly enough, the most important ones I have to do, so it is a bit of an issue.

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@Samuel Hi! We're going to have to dig a little deeper to figure out what's going on there. I'm creating a Support ticket for you now, can you update the ticket with a screenshot of one of the settings for a recurrence where the tasks are not being created?

Stephanie Westbrook Community Team at Wrike Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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I have recurring tasks that appear as expected on the appropriate day of the month, but nobody on the assign list is getting any notifications (by email or Wrike inbox).  I was previously on recurring tasks where I got Wrike Inbox notifications. 

Please can I get some guidance on this?

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Stephen

Great question Rob. Let me explain how the logic works with a brief example.

You create a recurrence and choose to create three tasks upfront, and 10 tasks overall. The assignee you specify for recurrent tasks:

  • won't receive notifications about the three tasks that are created right after you create the recurrence
  • will receive notifications about all tasks that will be created afterward.

So if you require notifications for these tasks I'd reduce the amount created up-front 👍

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Thanks for the reply Stephen, here is the problem:

- I created a monthly recurring task in June, with 1 task created up front.  There are 4 assignees on the task.

- For July/August nobody got a reminder as the new tasks were created.

This seems like a bug.

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Stephen

Hi Rob, thanks for following up. I can't fully replicate this on my end. I'm going to raise a ticket to the Support Team who can take a closer look. You'll receive an email notification about the ticket soon 👍

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I have created several recurring tasks fro my team. For example "Check some logs" this is a daily task set for 730 occurrences and create 5 upfront. when the user updated the task they put comments in a custom field and change the status to completed. I am now seeing some future tasks are not being created and some appear without the recurrence. Reading the manual it states that after 15 occurences it will not stay recurrent if the description isnt changed or the comments are added. On reading up on this I am supposed to go to the task and resume recurrence. There is no button to click to resume. This is getting rather frustrating and is not very clear. Am I missing something?

Regards

Steve

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Stephen

Hey Steve, seems strange so I think we need to see what's happening here. I've raised a ticket to the Support team to help! You'll receive an email soon :)

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i just joined today and having an issue with recurrent tasks.  when the popup appears for me to be able to define the recurrence, the right hand side of the popup has a box where i can assign the task.  but it does not show me the option to assign it to other team members in that field, i can only assign it to myself.  i don't have the same issue on the screen where i setup the original task, on that screen it allows me to select from team members.  the problem is only when i go to setup the recurrence, i can't assign those future instances to anyone else.  so if i setup a task with 60 future events, the first one has an assignee and the next 59 do not.  i can go back and assign each one individually after that, but that isn't going to work as a solution.  i am just test driving this right now with 3 people in my office but if works, i want to ditch our current solution and sign up the whole company.  this is the first issue i'm coming across.

thanks

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Stephen

Hi Sid, thanks for posting and welcome to Wrike and Community!

Once you set the assignees, this should be the same on each recurrent task created. Let me raise a Support Ticket so you can share some screenshots with the team to figure out exactly what's happening.

It would be great if you could come back and let us know what happened for anyone else experiencing the same thing 🙌

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when i create a weekly recurring tasks with 4 "upfront", shouldn't another one automatically appear when i mark the first as completed?  That way i always have 4 recurrences in the future?  Otherwise, this feature is only good early on but once you "use up" the instanced that were created "upfront", then you no longer have any visibility of recurring events in the list or calendar?  

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Stephen

Hi Sid, the next task recurrence populates when the start date of the next recurrent task occurs. Check out this knowledge base article for information on recurrent logic.

Having the logic based on Status is a good idea! It would make a good Feedback post so the Product Team can understand the popularity of the idea 👍

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Hello, some tasks that are recurrent has no date to finish, for exemple some clients i work for more than 10 years. So, the only reason i do not use it it is because i have to determinate a date for to end. 

It´s possible to creat recurrent tank for ever or until i delete it?

Thanks

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Stephen

Hi Fabiano, you can't set a recurrent indefinitely right now. You can set the task to an end after 999 times, or a specific date. For this, you'll need to edit the task's recurrent nearer this end date, once you do, the number of tasks you set will refresh.

 

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Is there any way you can see all scheduled recurrent task on the calendar, or it only shows the most immediate one?

Other than that good functionality! 

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Stephen

Hey Laura, welcome to the Community! It depends on how many you 'create upfront'. Often people don't want to crowd their Calendar with recurrent tasks so you can choose how many you want to see ahead of time. Otherwise, the task will appear one day before the task is scheduled to reoccur.

Below is where you can see the option to create a certain number up front. Hope this helps 🙂

You also might be interested in this post about recurring tasks and upvoting it if you'd like to see it developed. Anything else we can help with, you're in the right place 🙌


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Hi Wrike Community!

When creating a recurring task, is there a way to allow the option to create a checklist in the template description fields? That formatting option is available in standard tasks, but it'd be great to have that option available when having recurring tasks. This way, we can use the recurring tasks for weekly projects for our teams and let individuals check things off as they're completed.

Thanks!

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Hi @Kevin, thanks for reaching out 🙂

If there is a checklist in the original task, the checklists will be there in the recurrent tasks as well.

Please check it out and let me know how it goes 🤝

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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Thanks for the help, Lisa. I have another question about when the recurring tasks is created. We would like our tasks to begin on Monday, but when I set it up to have it start on Monday, the task was created at 4:51am today (Friday). How can I adjust the recurring task settings to have the task be created on Monday at 8am? Our work weeks settings in Wrike are set for Monday thru Friday, if that's at all helpful to know.

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Stephen

Hi Kevin, jumping here for Lisa.

The task is created approx 24 hours ahead of time so the person is aware in their inbox on Friday that it needs to start on Monday. If you'd like it to appear on Monday - this is how the majority of people like to plan their recurrent tasks so they're not assigned the day they need to start a task.

As a workaround, you'll need to change day to Tuesdays so it will generate on Monday. You can then set days to 4-5 days or however long the item usually takes. I hope that helps!

A cool way for everyone to manage these automated tasks is to create a personal Dashboard which gives them a holistic overview of everything they need to do in the coming days and weeks. Check out this article from our very own Dan about how widgets on Dashboards are the way forward for managing your own work.

Any questions, you're in the right place, comment or post and get the info you need 🖖

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Hi, 

Do you have plan to allow editing custom fields for all the tasks ? Like for the descriptions, folders, priority, etc. 

Thank you, 

Eliott

 

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Stephen

Hey Elliot, I'm not too sure what the request is - have you searched the Product Feedback to see if it's already suggested and you can vote for the idea?

Otherwise happy to continue talking here, I just need a little more detail. Thanks

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Agree, with Sarah, and another option, that the recurrence can review labors days from the calendar.

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I have a query with regards to recurring tasks.

Is there an option to create recurring tasks on excel sample templates? And then import the data in Wrike.

mdr

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Hi Rachna Rane, welcome to the Community!

It not possible at the moment. Here's the article where all import functionality is listed, hope it's helpful.

Please let me know if I can help with anything else.

mdr

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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