Set Task Occurrences

You have the ability to set an occurrence schedule for your tasks. This will help you avoid having to create a new task for each occurrence on your My Task list. You can set recurring tasks to Daily, Weekly, Monthly & Yearly.

NOTE: The task with the most recent upcoming due date will display on your My Tasks page. 

[Daily Tasks] [Weekly Tasks] [Monthly Tasks] [Yearly Tasks] [Edit Tasks] [Delete Tasks]

When a recurring task is created, it will only appear once in My Tasks and any associated filtered view for the next time that task is due, not every time that task is due in the future. Once a recurring task is marked as complete, the next instance of the task is generated with the new due date.

 

Daily Task Occurrence

1. Click Add Task. 
2. Enter Information: Task Title (required), Client (if needed), Priority (if needed),
   Notes (if needed)
3. Select Daily from the Recurs dropdown menu. 
4. For the occurrence:
   • Select one option for how the task will repeat:
     
     • Every Workday
     • Every [1, 2, 3, etc.] Day
   • Select one option for when the repeating task will end:
     • End after [1,2,3, etc.] occurrences
     • End by date
5. Click Save task.
   
   
   
   
6. The task displays on your My Tasks list with a recurring task icon . 
7. The Recurs status is Daily.

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Weekly Task Occurrence

1. Click Add Task. 
2. Enter Information: Task Title (required), Client (if needed), Priority (if needed),
   Notes (if needed)
3. Select Weekly from the Recurs dropdown menu. 
4. For the occurrence:
   • Select how the task will repeat: 
     • Every [1, 2, 3, etc.] Week
     • Select day of the week
   • Select one option for when the repeating task will end:
     • End after [1,2,3, etc.] occurrences
     • End by date
5. Click Save task.
   
   
   
   
6. The task displays on your My Tasks list with a recurring task icon . 
7. The Recurs status is Weekly.
   
   
   
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Monthly Task Occurrence

1. Click Add Task. 
2. Enter Information: Task Title (required), Client (if needed), Priority (if needed),
   Notes (if needed)
3. Select Monthly from the Recurs dropdown menu. 
4. For the occurrence:
   • Select how the task will repeat:
     
     • Repeat every [1, 2, 3, etc.] Month(s)
       • Select either a specific day of the week or a specific date
         • On [1, 2, 3, etc.] Day
         • On [first, second, third, etc.] [day of the week]
   • Select one option for when the repeating task will end:
     • End after [1,2,3, etc.] occurrences
     • End by date
5. Click Save task.
   
   
   
   
6. The task displays on your My Tasks list with a recurring task icon . 
7. The Recurs status is Monthly.
   
   
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Yearly Task Occurrence

1. Click Add Task. 
2. Enter Information: Task Title (required), Client (if needed), Priority (if needed),
   Notes (if needed)
3. Select Yearly from the Recurs dropdown menu. 
4. For the occurrence:
   • Select how the task will repeat:
     
     • Repeat every [1, 2, 3, etc.] Year(s)
       • Select either a specific day of the month or a specific date 
         • On [month] [1, 2, 3, etc.] Day
         • On [first, second, third, etc.] [day] of [month]
   • Select one option for when the repeating task will end:
     
     • On End after [1,2,3, etc.] occurrences
     • End by date
5. Click Save task.
   
   
   
   
6. The task displays on your My Tasks list with a recurring task icon . 
7. The Recurs status is Yearly.
   
   
   
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Edit Tasks

1. Click the Edit button or the task name.
   
   
   
2. A pop-up opens with the message: Do you want to edit the whole set of repeated tasks? 
   • Select Edit Series to edit the whole occurrence. 
   • Select Edit Occurrence to edit the one occurrence. 
     
3. The Edit Task pop-up window opens. Make your edits.
4. Click Save Task.
   
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Delete Tasks 

1. Click the Delete button or the task name.
   
   
   

   NOTE: You can also delete a single task from the Edit Task pop-up window. Click Delete in the bottom left corner of the window.
   

2. The Delete Task pop-up window opens with the message: Task is a recurring task. Do you want to delete this one task or the whole series?
   • Click Delete This Task to delete the one occurrence.
   • Click Delete Series to delete the whole recurring series.
     
     
     
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