Recurring Tasks

    Recurring tasks are tasks that the system creates automatically according to a set schedule. They are suitable for routine processes such as monthly reports, regular checks, and preparing content plans.

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    Viewing Recurring Tasks

    To view all recurring tasks, open “Tasks” in “List” view and select the “Recurring” tab.

    The table contains the following columns: status, which indicates whether the recurring task is active; name; project and iteration; assignees; recurrence period and frequency; and action buttons for editing (✏) and deleting (🗑).

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    How to Create a Recurring Task

    1. Click “+” on the tasks page.
    2. In the “Add Task” modal window, select the “Recurring” type. The form heading changes to “Add Recurring Task.”
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    1. Complete the main fields: task name, project, iteration, which appears after selecting a project, status, priority, assigner, assignees, members, and planned time. These fields are the same as in the regular-task form.
    2. Instead of “Start Date” and “Deadline,” recurring tasks require recurrence settings:
    • Recurrence Period determines how often the task is created. Three options are available: “Daily,” “Weekly,” and “Monthly.”
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    • Day of Month appears after you select “Monthly.” Enter the days of the month on which the system should create a new task, for example, 1, 2, 3, separated by commas.
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    • Start Time determines the time at which the task appears in the system.
    • Time Until Deadline determines how much time is allocated for completion from the moment the task is created, in days, hours, and minutes.
    1. If necessary, expand the additional sections: “Description and Files,” “Rates,” “Additional Fields,” “Checklists,” and “Subtasks.”
    2. Click “Create.”
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