Is there something you do regularly? Do you sometimes forget? We have very useful help for you: create repeated task.
Repeated tasks are great tool that helps you to regularly reminds your team what to do. You won’t forget the weekly report and an accountant will have all details always on time.
Let Freelo work for you. Use repeated tasks in everyday process.
Features of repeated tasks
- New repeated task is created only when you complete the last repeated task.
- When there is repeated task with due date, the new task is created with due date from – to, counted from the day of task creation.
- Solver of the new task is always the last assigned user, no matter who completed the task.
- Repeated tasks are always created at midnight.
- The scheduled repeated tasks are not visible ahead.
- Frequency = period of repetition (weekly, monthly, annually)
- Repeat every x day/week = the day or week, when the task is repeated
- Working days only = the task is repeated only Monday to Friday
- Start creating repeated tasks on… = the date, when the first repeated task is created
- Never = task repeating is endless
- After x repetitions = repeated task is repeated only several times
- Ends on… = the task won’t be repeated after the specific date
- Task with due date = the task has a due date, due date is set for + x days from the creation of repeated task.
For example the task is created on 10th and you set due date + 5 so the due date is on 15th. You see the task 5 days before its due date.
The first due date needs to be set manually. - Do not create new task just restore the completed one = the task is restored also with all previous discussion, where you can carry on, reports are merged, if you create a new task there is no history and it is plain new task
- Copy the first comment to a new task = please note the most important information is in the first comment, that comment is always copied to the new repeated task
How to create repeated task
You can create a repeated task from the existing task only. You can edit the repeating anytime.
Go to task detail and in right menu click Repeat task… Another way is via three-dot menu on the left from a task name and click Repeat task… This is possible on project, To-Do list and task detail.
Appears setting window where you specify all details about task repeating. Always confirm via Save.
Edit repeated task
You can edit all repeated task. Every information can be changed, such as first comment, due date, solver or follower. Click the icon of round arrow and editing from appears.
Cancel repeated task
You can cancel repeated task via the editing window of the task click Cancel Repeated task.
Examples of repeated tasks
Task repeated daily
- Repeats only on working days (from the date of creation of repeated task)
- Task is repeated ten times and then terminated
- Completed task is restored, new task is not created
Task repeated weekly
- Repeat every week on Thursday (the day of creation)
- Without ending
- New repeated task is always created
- The first comment is always copied in the new task
Task repeated monthly (quarterly)
- Repeats every three months on the 5th day of a month
- The repetition ends on 31st December 2022
- Due date is in 30 days since the creation
- New task is always created
- The first comment is always copied in the new task
How to set up quarterly repeated task.
Task repeated annually
- Repeats once a year on the 1st Monday of the year
- Without ending
- New task is always created
- The first comment is always copied in the new task
Repeated task with due date
- Repeats every third week on Monday
- Starts on 3rd May 2021
- Task is repeated 5 times and then stopped
- Task has due date at 8AM in 4 days since the creation
- New task is always created
- The first comment is always copied in the new task
- While editing the task, set up the first due date of the task
After you save the repeated task, it is still necessary to set the first due date. Set up the due date as usually. Then you can see the task in Calendar and Freelo will notify you automatically.
Visible future repeated tasks
All repeated tasks are not visible. You can always see only the current one that is active because the scheduled ones do not exist at the moment. Repeated tasks will be created in the future as scheduled.
If you want to see task planned a little bit ahead, create two identical tasks.
- Create two identical tasks
- Repeated every other week on Friday
- Each task is created on a different Friday
- Both tasks are without ending
- Both tasks have due date in 7 days since the creation
- Tasks are restored
- While editing both tasks, set up the first due date of the tasks
The first repeated task
The second repeated task
We would recommend creating one project for repeated tasks and processes only, all of the tasks will be at one place. Or check the overview of repeated tasks.