Recurring Tasks | Online Help | Zoho Projects

Recurring Tasks

Some tasks can be repetitive in nature. Manually creating a new task for every instance can be time consuming and frustrating. Zoho Projects allows users to add recurring tasks which will become active at a set schedule. Recurring tasks can be set when adding a new task or by editing an existing task.

Benefits:

  1. Set a task to recur multiple times
  2. Set recurrence after a task is closed or even without a task being closed
  3. Recurring tasks starting on a holiday will be set to start on the previous business day
Available in our Express, Premium, and Enterprise plans.

Set a New Task as Recurring

  1. Navigate to the task module and click Add Task.
  2. Fill the details of the task.
  3. Click on Recurring Frequency field. 
  4. Set Recurring Frequency . The following options are available.
    1. None: No recurrence will be set
    2. Daily: Task will recur daily
    3. Weekly: Task will recur every week
    4. Monthly: Task will recur every month
    5. Yearly: Task will recur every year
  5. Set how often the task should recur in the Once Every field. Eg., if you set the frequency as Daily and set Once Every field to 3, the task will recur once every 3 days.
  6. Set End After. Eg, if this is set as 2, the tasks will stop recurring after 2 instances(Original task + 2 instances). Set it to Never for creating infinite instances of the task.
  7. Select Retain comments for subsequent recurrences. This will carry forward the comments from current active task to the recurring task when it becomes active.
  8. Select Create next recurrence after the close of current task.  This will create the next recurring task only after the current instance is marked as complete even if the scheduled date is reached.
  9. Click Done.

Monthly and Yearly frequencies give an additional option. If the next instance falls on a holiday as defined in the Org Settings, the recurring task will be scheduled on the previous business day.

Set an Existing Task as Recurring

  1. Navigate to a task view and click on a task.
  2. Click on the Recurrence field in the Task Information section.
  3. Set Recurrence Frequency and click Done.
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