Use recurring tasks on mobile

  • Updated

Create, view, and edit recurring tasks inside the ClickUp mobile app!

 

What you'll need

 

Create a new recurring task

To create a new recurring task:

  1. When creating a new task, tap Add Dates.

  2. Tap Add Dates.

  3. Select a start date and/or due date.

    • Tip: Tap Add Time at the bottom when selecting a start or due date to get more granular.

  4. Tap Add recurring at the bottom.

  5. Select your recurring options from the modal.

  6. Tap Save at the bottom.

  7. Tap Done in the lower-right.

  8. Fill out any additional task information in the task creation modal.

  9. Tap Create on the right side.

 

Recurring options

Tasks have specific recurring options available so you can customize when and how tasks recur.

 

Screenshot showing the recurring options available in the mobile app.

 

Recur

Set how frequently the task should recur. Options include:

  • Daily: The task will recur every day with the option to skip weekends.

  • Weekly: Recurs once a week on the day you choose.

  • Monthly: The task can recur on:

    • The same day each month.

    • A select weekday of the month, such as the first Friday.

    • The 1st of the month.

    • Or the last calendar date in the month, such as September 30th, followed by October 31st.

  • Yearly: Recurs once a year on the day you choose.

  • Days after: Set the task to recur a certain number of days after the task is completed.

  • Custom: Set the task to recur using a custom number of days, weeks, months, or years. For example, your task can recur every 90 days, or every 3 months (quarterly).

 

Status

You can trigger the recurrence when the task is in a particular status. Options include:

  • When closed: When the task is set to a closed status.

  • When done: When the task is set to a Done status.

  • On schedule: When the selected date arrives, regardless of the task's status.

If you're using On schedule, the Update Status To option will appear allowing you to set the status of the task once it has recurred.

 

Note: Tasks set to recur On schedule that are marked as Done or Closed before their due date will create the next occurrence immediately.

 

Other options

There are a few additional customization options for your recurring task:

  • Skip weekends: If your task recurs daily or uses days in a custom frequency, you can toggle on Skip weekends so that the task will not recur on weekends.

  • Recur forever: By default, tasks will recur forever. To set an expiration:

    1. Tap the toggle to disable Recur forever.

    2. Choose your Repeat by preference:

      • Repeat: Set a specific number of times the task should recur.

      • End by: Set a specific date to end the recurrence.

    3. Tap Update to save your task's recurring settings.

  • Create tasks: Choose whether or not to create new tasks.

    • If you don't create a new task, the original task will be updated with new start and due dates each time it recurs.

    • The create task option duplicates the recurring task as a brand new task. You can then customize what you would like to bring over to the next instance of the recurring task using the Task create options. Options include:

      • Everything

      • Description

      • Attachments

      • Comment Attachments

      • Subtasks

      • Remap Subtask Dates

      • Assignees

      • Subtasks Assignees

      • Watchers

      • Tags

      • Checklists

      • Custom Fields

      • Comments

      • Activity

      • Only Assigned Comments

  • Update status to: Select the status you would like your recurring task to start with. This option is only visible if you previously selected On schedule under Status.

 

Add recurring options to an existing task

To make an existing task recur:

  1. Open the task.

  2. Tap your task's start date or due date. If your task does not one, tap Add Dates.

  3. Select a new start date and/or due date.

  4. Tip: Tap Add Time at the bottom when selecting a start or due date to get more granular.

  5. Tap Add recurring at the bottom.

  6. Select your recurring options from the modal.

  7. Tap Save at the bottom.

  8. Tap Done in the lower-right.

  9. Tap Create on the right side.

 

Edit a recurring task

To edit a recurring task:

  1. Open the task.

  2. Tap the recurring frequency below the start and due date.

  3. Update the recurring options.

  4. Tap Update in the lower-right.

 

Stop a task from recurring

You can turn off recurring options for each task, which leaves the last instance of the task as the final recurrence.

 

To do so:

  1. Open the task.

  2. Tap the recurring frequency below the start and due date.

  3. Tap End Recurrence in the lower-left.

 

View recurring tasks

Tap on a task to see if it recurs. The recurring cadence will appear directly underneath the task's start and due dates.

 

Screenshot showing 'Recurs Monthly' displaying underneath a start and due date in a task modal.

View future recurring tasks in the Home calendar

You can also view future recurring tasks in your Home calendar on mobile. To view future recurring tasks:

  1. Tap Home in your left sidebar.

  2. In the upper-right corner, tap the settings cog.

  3. Tap My Calendar settings.

  4. Toggle on the option to Show future tasks.

  5. Future recurring tasks can be identified by the recurring icon next to their names.

Screenshot showing a task with the recurring icon next to it in the mobile Home calendar.

View future recurring tasks in Calendar view

You can also view future recurring tasks in Calendar view on your mobile device. To view future recurring tasks in Calendar view:

  1. Visit the Calendar view where you would like to see the recurring tasks.

  2. Open the filter settings by selecting the filter icon at the top of the screen and choose Recur from the options.

 

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