How to create a recurring task?: Difference between revisions
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{{#seo: | |||
|title=How to create a recurring task? | |||
|titlemode=append | |||
|keywords=planfix, task, recurring, periodic | |||
|description=create a recurring task | |||
}} | |||
'''Recurring (periodic) tasks''' are very convenient to use in business processes. For example, you can use them easily configure monthly work schedules for accounting departments or a set reminder for paying the phone bill. | |||
<youtube width=460>https://www.youtube.com/watch?v=RupcTDLZoyM | |||
== Setting up task recurrence == | |||
To set up a recurring task, click on the icon with the circular arrows when creating or editing a task: | |||
https://s.pfx.so/pf/3K/HqE4GB.jpg | |||
In the pop-up window that appears, set the parameters for when to create the task: | |||
https://s.pfx.so/pf/ul/AyXzel.jpg | |||
Once you have saved these parameters, the task becomes a recurring task, and a corresponding recurrence template appears in the '''Tasks / Recurring''' section: | |||
https://s.pfx.so/pf/rv/w6l3bF.jpg | |||
The parameters from this template will be used for all subsequent creations of the recurring task: duration, end date, checklist, files, etc. | |||
'''NOTE:''' The recurrence parameters set in the pop-up window only determine the condition (date) when the periodic task is to be created. The duration and end date parameters are configured in the recurrence template, just like in a standard [[Task templates | task template]]. | |||
PlanFix automatically creates a similar task with new dates after a specified interval. The assigned employee is notified about the task's creation. Automatically created tasks must be completed and closed like any other task. | |||
The system automatically creates recurring tasks until the specified recurrence period ends. '''After the recurrence period ends, the templates for recurring tasks are moved to the recycle bin'''. | |||
If required, the recurrence process can be deactivated before the specified end date. To do this, click on the recurrence icon in the task list or on the task card and click on "Do not repeat again": | |||
https://s.pfx.so/pf/JG/oskqKg.jpg | |||
In the window that | In the recurrence settings window, you can navigate to a list of tasks that were created with the same recurrence template: | ||
https://s.pfx.so/pf/Ua/eU0NYQ.jpg | |||
You can view tasks that have been planned but not yet created in the Planner under "Task calendar by days" and "Full calendar." The tasks themselves are created at the time of their recurrence: | |||
https://s.pfx.so/pf/jn/UtJmpG.jpg | |||
== | == Examples for creating recurring tasks == | ||
*[[Daily task that must be completed within the day]] | |||
*Task that repeats every other week on Tuesdays and Thursdays | |||
*Task that repeats on the last day of every month | |||
*Task that repeats on the last Friday of every month | |||
*Invoicing according to a schedule | |||
== Important == | |||
*Recurring tasks can be used in template trees, even nested within each other. The mechanism for creating tasks in such cases is described in this help article: [[Recurring tasks in template trees]]. | |||
* Recurring tasks can be added to [[Project templates | project templates]]. After creating a project with such a template, they are created with the specified frequency. If a recurring task is to be created independently of the project creation from the template, specify a separate recurrence template for tasks not tied to the project template, as shown above. | |||
== Useful == | |||
*If you actively use recurring tasks and have accumulated many recurring templates in your account, creating several [[Template filters | template filters]] may be useful. | |||
Revision as of 13:24, 1 April 2024
Recurring (periodic) tasks are very convenient to use in business processes. For example, you can use them easily configure monthly work schedules for accounting departments or a set reminder for paying the phone bill.
<youtube width=460>https://www.youtube.com/watch?v=RupcTDLZoyM
Setting up task recurrence
To set up a recurring task, click on the icon with the circular arrows when creating or editing a task:
In the pop-up window that appears, set the parameters for when to create the task:
Once you have saved these parameters, the task becomes a recurring task, and a corresponding recurrence template appears in the Tasks / Recurring section:
The parameters from this template will be used for all subsequent creations of the recurring task: duration, end date, checklist, files, etc.
NOTE: The recurrence parameters set in the pop-up window only determine the condition (date) when the periodic task is to be created. The duration and end date parameters are configured in the recurrence template, just like in a standard task template.
PlanFix automatically creates a similar task with new dates after a specified interval. The assigned employee is notified about the task's creation. Automatically created tasks must be completed and closed like any other task.
The system automatically creates recurring tasks until the specified recurrence period ends. After the recurrence period ends, the templates for recurring tasks are moved to the recycle bin.
If required, the recurrence process can be deactivated before the specified end date. To do this, click on the recurrence icon in the task list or on the task card and click on "Do not repeat again":
In the recurrence settings window, you can navigate to a list of tasks that were created with the same recurrence template:
You can view tasks that have been planned but not yet created in the Planner under "Task calendar by days" and "Full calendar." The tasks themselves are created at the time of their recurrence:
Examples for creating recurring tasks
- Daily task that must be completed within the day
- Task that repeats every other week on Tuesdays and Thursdays
- Task that repeats on the last day of every month
- Task that repeats on the last Friday of every month
- Invoicing according to a schedule
Important
- Recurring tasks can be used in template trees, even nested within each other. The mechanism for creating tasks in such cases is described in this help article: Recurring tasks in template trees.
- Recurring tasks can be added to project templates. After creating a project with such a template, they are created with the specified frequency. If a recurring task is to be created independently of the project creation from the template, specify a separate recurrence template for tasks not tied to the project template, as shown above.
Useful
- If you actively use recurring tasks and have accumulated many recurring templates in your account, creating several template filters may be useful.