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Effective URL: https://help.myintervals.com/category/recurring-tasks/
Submission: On March 03 via manual from US — Scanned from DE
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* Home * Roadmap & Updates * Videos * Getting Started * Contact Support * FAQ * Uptime Status 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 WHAT IS INTERVALS? Intervals is online time, task and project management software built by and for web designers, developers and creatives. Learn more… Try it Free * CATEGORIES * Accounts & Billing * API * Appearance & Theme * Clients * Dashboard * Data Backups & Security * Document / File storage * Email Integration * Getting started with Intervals * Home Page Calendar * Importing & Exporting Data * Invoicing * Milestones * Mobile App * People * Project Management * Recurring Tasks Beta * Reporting * Search * Settings & Defaults * Task Management * Third Party Integrations * Time Tracking * Tips & Tricks * Work Request Queue * FEEDS * Entries RSS DON'T HAVE AN INTERVALS ACCOUNT? START YOUR OWN UNLIMITED TRIAL. NO CREDIT CARD REQUIRED. NO SOFTWARE TO INSTALL. CANCEL ANY TIME. Try it Free FOOTER Pelago * Home * Contact Support * About Intervals * Terms of Service * Security Statement * API * Top 10 Reasons to Choose Intervals * * * * * Intervals is web-based project management software developed by Pelago. Copyright © 2000-2022 Pelago. All rights reserved. Read our privacy policy. This website uses cookies to ensure you get the best experience on our website. Learn more Deny cookiesOK Scroll to top