Eliminate admin work on repeatable items like weekly reports, team meeting agendas, and client or customer updates with recurring tasks.
\nYou can set tasks to recur on a regular interval with customizable schedules, recurrence, and task options.
\nRecurring tasks use the due date as the date when the task will recur.
\nYou can set a start date for your recurring task from the Start date field.
\nThe start date will always recur the same number of days before the due date.
\nYou can also set a time for the recurring task to be created from the Add time field.
\nIf a recurring time is not set, the task will recur at 11pm in the timezone of the user who set up the recurring schedule.
\nWhen you mark a recurring task as closed before the due date, the task will recur immediately.
\nThe next instance of the task is created immediately, according to the task's recurring settings.
\nIf you want the next instance to be created when it's due rather than when it's done or closed, you can use the On Schedule option.
\nOn paid plans, you can display future instances of recurring tasks on Calendar views.
\nTo see Closed recurring tasks on a Calendar view, the recurring task settings need to have a specified date and use the Create new task option.
\nTasks in Multiple Lists that recur and create a new task will only do so in their home List.
\nRecurring tasks assigned to or created by people who are no longer a part of your Workspace settings remain unaltered. The task will continue to recur at the set cadence.
\nTo set up a recurring task, you can create a new task or use an existing task.
\nIf you use an existing task, it must be in a Not Started, Active, or Done status. Tasks in the Closed status won't recur.
\nTo set an existing task to recur:
\nThe following table describes the settings available for recurring tasks:
\n| Setting group | \nSetting | \nDescription | \n
| Schedule | \nDaily | \nRecurs every day with the option to skip weekends. | \n
| Schedule | \nWeekly | \nRecurs once a week on the selected day. | \n
| Schedule | \nMonthly | \nOptions include: • Same day each month • First day of the month • Last day of the month • Default day of the month For example, you select the second Wednesday of July as your due date for the initial recurring task. The default day of the month will be the Second Wednesday of each month. | \n
| Schedule | \nYearly | \nRecurs once a year on the selected day. | \n
| Schedule | \nDays after | \nRecurs a certain number of days after the task has been marked complete. If the due date is updated, a new recurring task will be created immediately. | \n
| Schedule | \nCustom | \nIndicate if the task should repeat every few days, select days in the week, select weeks in the month, or select days of the year. | \n
| Recur | \nWhen complete | \nThe task will recur when it moves to a closed status. This option will display the name of the closed status of the task's home List. | \n
| Recur | \nWhen done | \nThe task will recur when it moves to a done status or when the task is moved to a closed status. | \n
| Recur | \nOn schedule | \nThe task will recur when in not started or active statuses. • Tasks will recur at 11:00 pm in the timezone of the user who set the recurring settings. • Tasks set to recur On schedule that are marked as Done or Closed before their scheduled recurrence will recur immediately. | \n
| Task options | \nSkip weekends | \nThe recurring task will not be scheduled on a weekend. | \n
| Task options | \nCreate new task | \nOptions include: • Unselected: A new task will not be created upon recurrence and the current and completed activity, subtasks, checklists, and assigned comments, will be retained on the task. • Selected: The recurring task is duplicated as a new task in your Workspace. | \n
| Task options | \nRecur forever | \nSelect the length of time the task recurs. Options include: • Selected: The recurrence will continue indefinitely. • Unselected: Unselect and select from the dropdown: • Repeat: Set how many times this task will recur. • End on: Set a final date for the recurrence to happen. | \n
| Task options | \nUpdate status | \n• Displays when the task is set to recur on schedule. Select a status to set for the new recurring task. | \n
| Task options | \nTask fields | \nChoose what to include from the original task in future instances. Options include: • Include everything • Only Assigned Comments • Attachments • Comments • Comment Attachments • Description • Custom Fields • Dependencies • Relationships Custom Relationships using the Tasks from a specific List option are not fully supported. • Assignees • Checklists • Keep checked items • Followers • Subtasks Assignees • Tags • Remap Subtask Dates • Subtasks • Activity | \n
Use the Recurring Task Overview to view all recurring tasks in your Workspace.
\n\nYou can edit instances of recurring tasks without impacting the recurring schedule.
\nTo completely reset a recurring task, you will need to remove the recurrence.
\nTo edit start dates:
\nYou can edit the due date of recurring tasks. Only updating the due date to a later date will impact the overall recurring schedule.
\nYou can change the due date to an earlier date without impacting the recurring schedule.
\nFor example, a task recurs on the 15th of each month. In October, you change the due date to October 10th. The next instance of the task will be due on November 15th.
\nWhen you change the due date to a later date, on or after the due date of the next instance, the recurring schedule is updated accordingly.
\nFor example, a task recurs on the 15th of each month. In October, you change the due date to November 20th. The next instance of the task will be due on December 20th.
\nYou can move a task forward up to the day before the next recurrence without impacting the recurring schedule.
\nAdjusting the due date of recurring tasks to an earlier date can make it seem like an instance of the recurring task was skipped.
\nFor example:
\nA task has a due date of the first Thursday in July. You add a recurring schedule on the task to repeat on the first Thursday of each month.
\nThe next instance of the task is due on the first Thursday of August.
\nFor the August instance of the recurring task, you manually change the due date back to the first Thursday in July.
\nThe next instance of the recurring task will be the first Thursday in September.
\nEditing the due date of the August instance of the recurring task did not impact the overall recurring schedule.
\nIf your recurring tasks appear to have skipped a recurrence, stop the task from recurring and set it up again.
\nClearing the due date of the current instance of a recurring task will update all future instances to recur on the current date.
\nFor example, you remove the due date from the current instance of the recurring task on June 10th without clicking Don't recur. The next instance will be due on July 10th.
\nWhen you create new tasks as part of a recurring schedule, you can choose to remap subtask start and due dates.
\nWhen a parent task does not have start or due dates set, subtasks will keep their existing dates on any future instances.
\nThe following table displays a weekly recurring task and its subtasks that remap their due dates:
\n| Task | \nFirst instance due date | \nSecond instance due date | \n
| Parent task | \nJuly 10th | \nJuly 17th | \n
| Subtask 1 | \nJuly 11th | \nJuly 18th | \n
| Subtask 2 | \nJuly 15th | \nJuly 22nd | \n
To stop a task from recurring:
\nRecurring tasks made using task templates can't be used as an Automation trigger. This means that when you create an Automation using the Task created Trigger and Apply a template Action, you can't trigger the Automation from tasks created via recurring settings.
\n\nYou can use Custom Relationships with recurring tasks.
\nUsing Tasks from a specific List are not supported for recurring tasks. When a task recurs, any Tasks from a specific List relationships are not carried onto the new task.
\nYou'll need to re-add related tasks after the new task is created.
","user_segment_ids":[]}}