Manage Your Recurring Tasks

This section provides instructions on how you can review the details of a recurring task and how to update the status of a recurring task automatically.

Review a Recurring Task

If you have scheduled a recurring task using Automatic Scheduling, you can review the recurrence details, including when the next task will be created. You can access this information from the most recent recurrence of the task.

From Recurring Tasks Management Panel

To view all recurring tasks configured on a board, navigate to that board, and click on the Recurring Tasks Management Panel tab. A list of all recurring tasks scheduled on this board is shown. You can also edit recurring tasks from this view. 

The task info card displays:

1. The name of the task.
2. The board the task will run on.
3. The scheduled due date for this recurrence of the task..
4. The recurrence schedule and how many more tasks will be created.
5. The date when new recurrences of the task are added to your board. Depending on the option you selected, this is either on the due date or up to 99 days or weeks before the due date.
6. The task status, inactive or inactive. If a task has failed, a warning displays here.

Click the ellipsis button to stop, edit, or view log of a scheduled recurring task. 

If a recurring task has failed, click the ellipsis to retry or view log.

From Item

Click the Open Item page icon to open the item page for the item.

Then click on the Recurring Tasks tab to display the info card for the item.

The card below is for a task called Blog Post, due on 30 January, with the next recurrence due on 28 February. It is scheduled to recur every 30th of each month for 12 more months, and each recurrence will be added to your board two days before the task is due.

The info card displays:

1. The name of the task.
2. The scheduled due date for this recurrence of the task.
3. The scheduled due date for the subsequent recurrence of the task.
4. The recurrence schedule and how many more tasks will be created.
5. The date when new recurrences of the task are added to your board. Depending on the option you selected, this is either on the due date or up to 99 days or weeks before the due date.

You can stop the recurrence by clicking on the trash icon. This prevents future items from being added to the board, but doesn't remove any tasks already on the board.

You can edit the recurring task by clicking on the pencil icon. For more information, refer to Edit a Recurring Task.

Edit a Recurring Task

You can edit the details of a recurring task by clicking on the pencil icon on the info card for a recurring task.

If you use automatic scheduling to create your recurring tasks, you can only view the info card, and so can only edit a recurring task from the most recently created recurrence. If you open a previous recurrence, the form for that task includes a header with a link that opens the most recent recurrence in a new tab within your browser.

Clicking on the pencil icon in the info card displays the task form, which is pre-populated with the task information. You can make your changes on this form.

Once you have made your changes, click Save to update the recurring task with the new information.

Set the Initial Status of a Recurring Task

You can specify the initial status to assign to an item when creating your recurring task. Simply select the status you want to use as your initial status from the dropdown list of available statuses.

Then, each time a new occurrence is created, it already has the status you chose.

If you don't specify a status when creating your recurring task, each recurrence will inherit the status of the previous recurrence when it is created.

Also, if the list of available statuses changes, and the status you selected is no longer available, each recurrence will inherit the status of the previous recurrence when it is created.

You can edit a recurring task to change the initial status assigned to it.