Recurring Tasks
The Recurring Tasks feature in TeamBoard ProScheduler allows users to set tasks that repeat on a regular schedule. This feature is particularly useful for managing routine activities and ensuring that important tasks are never overlooked.
Let's dive into a step-by-step guide below on how to configure this feature
Set up Recurring Tasks
1. Create New Recurring Tasks
In the Planning Dialog, turn on the ‘Repeat' option. Choose the recurrence frequency — daily, weekly, bi-weekly, or monthly.
Specify the end date or duration for the recurring series.
Click on the ‘Save’ button to complete the setup process.
2. Update Existing Tasks to Recurring
To enable this feature, select the Issues you want to set as recurring > navigate to Planning Details
Then turn on the recurrence option and set the desired schedule.
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Manage Recurring Task Series
If you update a task in a recurring series, this action will delete all existing tasks in the series and create a new series with your changes.
Update the Recurring Series
Choose the specific task in the recurring series that you want to update > Click on the ‘Edit’ icon.
There are 3 options:
This task: Update the working hours for this task only
This and the following tasks: The selected task and all subsequent occurrences in the series will be updated with your changes.
All tasks in the series: All tasks in the entire recurring series will be updated with the new changes.
Delete Recurring Tasks
Choose a task from your recurring series > click on the Edit icon > navigate to ‘All tasks in the series’ option > under the Repeat option, click on ‘Don’t repeat' to disable recurrence > click on ‘Save’ to apply the changes
