Adding Recurring Tasks

Adding Recurring Tasks

When you want to create a repeating task, you can set a recurrence series rather than adding each instance individually.

A recurring series is scheduled according to a specified pattern and within a set scope of time.

When you create it, you can have the task restart based on a timed pattern or when the preceding task is completed.

Because subsequent recurring tasks are generated when the current task is completed, they are created individually. They are not created to fill the pattern all the way to the metaphorical horizon.

When a new task is generated, its start date will correspond to the specified recurrence pattern, and will, therefore, be displayed as a future task.

To create a recurring task:

  1. Navigate to the Recurrence tab in the New Task dialog
  2. Select from the following Recurrence Pattern options: Daily, Weekly, Monthly, or Yearly.
    1. Each of these options has different configuration fields. You can select the exact frequency (such as every three days or two months), specific dates or days, or the kind of days (such as the second Friday of the month).
  3. In the End of Series section, select one of the following options for when the recurrence will end: Never, After (number of recurrences), By (specific date).
  4. If you decide not to have a task recur, select None to reset the recurrence pattern to blank.

You can identify a recurring task in the data table on the Tasks workspace by the   icon that displays in the Recurrence column.

Recurring Task Attachments

Attachments can be added to a recurring series of tasks either when you first create the series or in an individual occurrence.

However, once you have added an attachment to a series, it cannot be replaced, modified, or removed from the series.

The attachment will not appear in tasks that are earlier in the series, but will appear in every following instance.






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