Configuring Recurring Tasks

You may have a task that needs to be performed repeatedly within a workspace, perhaps once a day, or once a year. You can set up recurring tasks at the workspace level to automate the process.

To configure recurring tasks:

  1. Go to a workspace.
  2. In the Action Center, expand My Tasks, and click Add Task .
    The New Task form opens.
  3. Complete the task fields and click Apply.
  4. In the Action Center, click (Configure Recurrence).
    The Select a Recurrence Pattern dialog box opens. You can set the task to recur Daily, Weekly, Monthly, or Yearly.

  1. Complete the fields:

Interval

Every n days/weeks/months/years, create this task.

Start Date Offset

Start n days/weeks/months/years.

Due Date Offset

Due n days after the first day of the month/week/month/year.

Recurrence Configuration

Options vary depending on what you selected for Interval.

  • Daily: Weekdays Only means that the task is only created during the week.
  • Weekly: Select the day or days of the week.
  • Monthly: Select Date of Month or Day of Month. Your selection then presents On Date of Month or Every x Sunday, Monday Tuesday, Wednesday, Thursday, Friday, Saturday of the month (respectively).

Recurrence Pattern

Displays a synopsis of how you configured the pattern.
  1. Click Save.

After you set a recurring pattern, it becomes read-only. To change the recurring pattern, you must delete the recurrence and reset the pattern.