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