Recurring Tasks
Recurring Tasks are not available for Jira Field Mapping projects.
The Recurring Tasks feature in TeamBoard TimePlanner 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:
1. Create New Recurring Tasks
In the Planning Dialog, turn on the ‘Repeat' option. Choose the recurrence frequency — daily, weekly, bi-weekly, or monthly.
Ensure that the 'until date' for the recurring series is either equal to or later than the task's End date
Click on the ‘Plan’ button to complete the setup process.
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2. Update Existing Tasks to Recurring
To enable this feature, select the Issues you want to set as recurring.
Then open the Planning Details > then go to the Plan tab.
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From the Repeat section, use the dropdown to turn on the recurrence option and set the desired schedule. Including:
Choose the recurrence frequency — daily, weekly, bi-weekly, or monthly.
Ensure that the 'until date' for the recurring series is either equal to or later than the task's End date
Click on the ‘Save’ button to complete the setup process.
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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 > open the Planning Details > then click on the icon.
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There are 3 options:
This task: Update the working hours and duration for this task only.
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This and the following tasks: The selected task and all subsequent occurrences in the series will be updated with your changes.
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All tasks in the series: All tasks in the entire recurring series will be updated with the new changes.
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Unplan/Remove Recurring Tasks
There are 2 ways to unplan a recurring task or a recurring series, either:
On the specific recurring task, click on the
icon to unplan it
Select a task from your recurring series > open the Planing Details > then click on the
icon.
Then choose from the following 3 options:
This Task: Unplan only the selected task for the specified duration.
This and following Tasks: Unplan the selected task and all subsequent occurrences in the series up to the recurrence end date.
All Tasks in the Series: Unplan every occurrence of the task in the entire series.