Recurring Tasks and Reminders in Projects

Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future recurring task is not created if the previous one is not completed. Here's how it works.

Creating recurring tasks

Click on an existing task or create a new task. And then click Make it Recurring to set the recurring frequency. You can set it to repeat daily, weekly, monthly, or yearly. You can also choose to end the task after a specific number of occurrences or repeat the task forever, without an end date.

How are recurring tasks differentiated from the other tasks?

Recurring tasks are highlighted with the recurring icon.

Where can you view the recurring tasks?

You'll see the recurring tasks on the Calendar, Gantt Chart, and Resource Utilization Chart. Although, the future recurring tasks are not created until the previous one is completed, you can view them virtually.

Future instances of recurring tasks are displayed virtually based on their recurring frequency. In the Calendar, you can open and edit only the active recurring task; the virtual recurring tasks cannot be edited. Neither can you perform any action on those virtual tasks, they just serve as a reminder for your convenience about the project schedule.

Future instances of recurring tasks are also displayed virtually in both the Gantt and Resource utilization charts. Only the active recurring task is displayed as task bar, whereas the future instances of recurring tasks are displayed as dotted lines, just as a reminder.

Reminders

You can also set reminders for your tasks, to manage your project schedule.

Set reminders for tasks

Click on an existing task or create a new task to set the reminder. Click Remind on and then select the desired option to set reminders.

In Remind on, if you select:

None : There will be no reminder mails for tasks.

Daily : Reminder mails are triggered daily from the scheduled date in Start Date until the Due on date. (Mail notification is sent every day, from the selected start date until its due date.) Also, based on Business Hours settings, reminder mails are sent even if the task Start Date and End Date falls on a weekend or holiday.

On the same day : Reminder mails are triggered only on the scheduled Due on date. (Mail notification is sent only on the due date of the task.) Also, based on Business Hours settings, reminder mails are sent even if the task Due on date falls on a weekend or holiday.

day(s) : You can set reminder mails to be triggered for any desired number of days, ahead of the scheduled Due on date. For example, you can set reminder mails to be triggered 3 days before the Due on date. Also, based on Business Hours settings, if you have skipped weekends in you settings, reminder mails are calculated and sent skipping the weekend or holiday.

The reminder for the task is then successfully updated. And an email is also automatically triggered for the set time period. However, you cannot set reminders for elapsed dates.

Let us know, for what events you have created recurring tasks in your project.

Regards,

Mughil David

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Tip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
Project Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
Four types of task dependencies
"Nothing is particularly hard if you divide it into small jobs." - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
Task and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.