Recurring Tasks

Recurring Tasks are not available for Jira Field Mapping projects.

The Recurring Tasks feature in TeamBoard TimePlanner helps streamline repetitive scheduling—whether it's a weekly meeting, monthly report, or daily checklist. With this, your team stays on track without having to recreate the same tasks over and over.

Let's dive into a step-by-step guide below on how to configure this feature:

Create New Recurring Tasks

Start by creating a new Issue in the TeamBoard TimePlanner
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.

Update Existing Tasks to Recurring

To enable this feature, start by selecting the Issues you’d like to set as recurring.

Next, navigate to Planning Details, then open the Plan tab. From there, you’ll be able to configure the recurrence settings to keep your workflow running smoothly—automatically.

A small setup for a big boost in efficiency.

In the Repeat section, use the dropdown menu to enable recurrence and set your preferred schedule. You can choose how often the task repeats—daily, weekly, bi-weekly, or monthly.

Ensure that the ‘until’ date for the recurring series is the same as or later than the task’s End date, so everything lines up properly.
Once you're set, click Save to lock it all in. That’s it—your recurring task is good to go!

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.

There are 3 options:

This task: Update the working hours and duration for this task only.

This and following tasks: Your updates will apply to the selected task and all future occurrences in the series—keeping everything aligned moving forward.

All tasks in the series: Your changes will be applied to every task in the recurring series—keeping the whole schedule up to date.

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: Only the selected task will be unplanned for the specified duration—leaving the rest of the series untouched.
This and following tasks: Unplan the selected task and all future occurrences in the series, up to the recurrence end date—perfect for adjusting plans without affecting past work.
All tasks in the series: Remove the planning for every task in the recurring series—giving you a fresh start across the board.