Search Knowledge Base Articles

Recurring Tasks

Recurring tasks is a feature that allows you to create tasks that will repeat on a given period.

To create recurring task go to the Tasks menu in the admin area and click on the top left button New task

A popup modal will be shown to add new task.

  1. Add task subject
  2. On the recurring field select repeat interval, you can also select custom interval to fit for your needs.
  3. Save the task

How the task will be repeated?

If you set start date 2016-09-27 and set repeat every week the task will be auto created after 7 days from the start date, in this case the task will be auto created on 2016-10-03.

How will I receive notification when the task will be re-created?

The task assignees will receive an email and web notification that new task is assigned to them or simply you will be able to notice the new task in the tasks list area.

Stop a recurring task

First, find your recurring task by applying a filter to the Tasks table as shown below.

Then edit the task and set the Repeat Every drop-down field to empty.

Notes

1. This feature requires CRON Job setup to work properly.
2. This feature is added in version 1.2.4

Did you find this article useful?

Related Articles

  • Add New Task Status

    By default CRM ships with 5 predefined statuses, Not Started, In Progress, Testing, Awaiting Feedbac...

  • Disallow project members to see all project tasks

    By the default all project related tasks are visible to all project members.If you want only to show...

  • Task Timesheets

    Task timesheets is all started timers for specific task, timesheets are stored separately for each t...

  • Linking task to features

    Task can be linked to any important features in CRM to keep track of your work and assign important ...

  • Bill Tasks

    1. To invoice non-project tasks when creating invoice there is dropdown just to the right side of th...