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CATEGORY : RECURRING TASKS BETA



/ Recurring Tasks Beta


ARTICLES


INTRODUCTION TO RECURRING TASKS

What are recurring tasks? We created the recurring tasks feature so that
companies can automate workflows around assigning and managing work that is
repetitive in nature. There are an infinite number of different use cases for
this feature, however, the common denominator is that each new task is
automatically created and appended to a series […]

Continue Reading by John Reeve | Updated February 7th, 2022


HOW TO CREATE A RECURRING TASK

A recurring task is created like any other task, but with one additional step —
a recurring schedule is attached to it. This step of filling out the recurring
schedule can be done at the same time the task is created. Here’s how: Go to
Tasks → Create a new task Fill out the task […]

Continue Reading by John Reeve | Updated February 7th, 2022


HOW TO ADD RECURRENCE TO AN EXISTING TASK

Any existing task can have a recurring schedule added to it. This can be done by
filling out the recurrence settings for that task. Here’s how: Click to view the
task that you would like to add recurrence to. Click the tab labeled
“Recurrence” to reveal the scheduling options Select whether the task should be
[…]

Continue Reading by John Reeve | Updated February 7th, 2022


WHAT IS A RECURRING TASK PROFILE?

The term “recurring task profile” is a designation given to the task that is
serving as the template for the series. For most use cases this will be the
first task in the series. While still a task, being the recurring task profile
means the task also includes the scheduling instructions for how future tasks
[…]

Continue Reading by John Reeve | Updated February 7th, 2022


RECURRING TASKS AND EMAIL NOTIFICATIONS

When it comes to notifying people about a task update, recurring tasks function
much like any other task. The owners, assignees, and followers who have the
relevant email preferences enabled are notified by email. The only person not
notified is the one who’s updating the task. This has always been the case, as
Intervals doesn’t […]

Continue Reading by John Reeve | Updated February 7th, 2022


WHAT HAPPENS WHEN THE NEXT RECURRING TASK CAN’T BE CREATED?

There are some scenarios where Intervals will be unable to repeat the next
recurring task in a series. When that happens, recurrence will be halted and the
task owner is notified. To resume recurrence, the task first needs to be updated
to resolve the issue that caused recurrence to stop. There will be a notice […]

Continue Reading by John Reeve | Updated February 7th, 2022


HOW TO MANAGE A TASK IN A SERIES

The most recently created task in a recurring series will typically be the main
focus of your team’s work efforts. At some point, however, there will be a need
to update an earlier task in the series. This is even more likely to happen if
there are two or more tasks in the series that […]

Continue Reading by John Reeve | Updated February 7th, 2022


WHEN ARE RECURRING TASKS CREATED?

Intervals will create each task in the series just after midnight on the day of
its next scheduled recurrence. For example, a task set to repeat on the Monday
of each week will be created in the wee hours of Monday morning. By the time
you’ve sat down to start your work day, the newly […]

Continue Reading by John Reeve | Updated February 7th, 2022


RECURRING TASKS SCHEDULING OPTIONS

When scheduling a recurring task there are several options that will govern how
new tasks in the series will be created. Here’s how each of those options works.
Schedule Determines the frequency at which each new task in the series will be
created. The options are daily, weekly, monthly, quarterly, and annually. Each
of scheduling […]

Continue Reading by John Reeve | Updated February 7th, 2022


HOW DO I ENABLE RECURRING TASKS IN MY INTERVALS ACCOUNT?

The recurring tasks feature is currently a beta feature that is available to all
accounts. Previously it was only available to our early adopter customers, but
it has been released as a beta feature for all accounts. We are in the process
of collecting feedback and iterating on this feature to get it ready for […]

Continue Reading by John Reeve | Updated March 2nd, 2022


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