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.