A daily task that needs to be completed within a day

From Planfix
Jump to: navigation, search

This example shows how to create a recurring task that will repeat every day and must be completed by the assignee within the same day.

Creating a recurring task template

  • Go to the "Tasks" section.
  • On the left panel open the "Recurring" section.
  • Click the "New task template" button.
  • Configure the template fields as needed.

Set the date range for the task

  • In the Date field specify a duration of 1 day:

qooxZV.png

Please note

There are several ways to set task deadlines in the template:

  • you can link to the creation date of the task; the due date of the task is calculated as "creation date + duration."
  • you can link it to the date of acceptance of the task by the assignee; the due date of the task is then calculated as "date of acceptance of the task by the assignee + duration";
  • you can link it to the start date of the task, in which case the task's due date is calculated as the "planned start date of the task + duration."

Important

The Creation date and Acceptance date blocks only work if the start date is not specified:

9RMF8R.png

It is important to note that the system works with the work schedule of the assignee, which is set in his card, for a fixed duration of the task.

Setting the date when the task should be created

When the task should be created is set in the task recurrence window:

S4py8p.png

In the appeared window, set the conditions when the task will be created:

t157Z6.png

In the presented example, the task will be created daily at 12:00 pm according to the assignee's working schedule, starting from the date 03-03-2026.

Go To