Define a recurrence

It is possible to define a recurring date for a task so that it reappears each time at the appropriate time. For example, a person in charge of invoicing will create a recurring task that will act as a reminder at the end of each month. To define a recurrence :

1. Create a new task or click on an existing task.
   
2. The details pane opens on the right hand side of the screen, click on the Set due date or recurrence field.
   
3. Click on Set recurrence
   

A window opens, choose the right tab according to the type of recurrence :

\> Daily > Weekly > Monthly > Yearly

Daily recurrence

Field Starts on

Define when the recurrence starts - format DD.MM.YYYY (1)

Field Repeat Every

Define if the task must be repeated every X days (2)

Field Ends

Define when the recurrence should end, three options (3) :

• never ends
  
• ends after a defined number of occurrences - X times
  
• ends on date - format DD.MM.YYYY
  

The information in the blue box summarizes the choices made regarding recurrence.

Remove recurrence (4) in case of a data entry error.

Save (5) the recurrence

Weekly recurrence

Field Starts on

Define when the recurrence starts - format DD.MM.YYYY (1)

Field Repeat every

Define if the task must be repeated every X weeks (2)

Field Repeat

Choose the day of the week when the task will be repeated (3)

Field Ends

Define when the recurrence should end, three options (4) :

• never ends
  
• ends after a defined number of occurrences - X times
  
• ends on date - format DD.MM.YYYY
  

The information in the blue box summarizes the choices made regarding recurrence.

Remove recurrence (4) in case of a data entry error.

Save (5) the recurrence

Monthly recurrence

Field Starts on

Define when the recurrence starts - format DD.MM.YYYY (1)

Field Repeat every

Define if the task must be repeated every X months (2)

Field Repeat

Choose the day of the week when the task will be repeated (3)

• Select the day of the month. For example: the first business day, the 1st day of the month, the last business day, the 30th day of the month, etc.
  
• Select the days of the week
  

Field Ends

Define when the recurrence should end, three options (4) :

• never ends
  
• ends after a defined number of occurrences - X times
  
• ends on date - format DD.MM.YYYY
  

The information in the blue box summarizes the choices made regarding recurrence.

Remove recurrence (5) in case of a data entry error.

Save (6) the recurrence

Yearly recurrence

Field Starts on

Define when the recurrence starts - format DD.MM.YYYY (1)

Field Repeat Every

Define if the task should be repeated every X years (2)

Field Repeat

Choose how often the task will be repeated, two options (3) :

• Select the day of the month. For example: the first working day, the 1st day of the month, the last working day, the 30th day of the month, etc.
  
• Select the days of the week
  

Field Of Months

Choose for which months of the year the recurrence will be active (4)

Field Ends

Define when the recurrence should end, three options (5) :

• never ends
  
• ends after a defined number of occurrences - X times
  
• ends on date - format DD.MM.YYYY
  

The information in the blue box summarizes the choices made regarding recurrence.

Remove recurrence (5) in case of a data entry error.

Save (6) the recurrence

Updated on: 09/04/2024