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.
See Also


    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • How can I view the recurring tasks in the calendar tab?

                                                          Only when the recurring tasks are active in your projects, you can view them in the Calendar tab. Just, click the task and view the task details page.
                                                        • Reopen and Reorder Tasks

                                                          Reopen a Completed Task Tasks can be marked as complete when a user is done working on it. Sometimes, users might need to rework on an already completed task. In such instances, a task can be reopened and the user can start working on it. Select  in ...
                                                        • Tasks in Google Calendar and Google Tasks

                                                          Zoho Projects provides an easy option to automatically add tasks created in Zoho Projects into your Google calendar or Google tasks. Add to Google Calendar and Add to Google Task options are available only if you have synced Zoho Projects with your ...
                                                        • Create Tasks

                                                          Create a Task Select a project from the Recent Projects section or from the Projects tab in the left navigation panel. Click on the Tasks tab in the top band to open the Classic or Plain view. Click Add Task in the upper-right corner.  Enter the Task ...
                                                        • Manage Tasks

                                                          Edit or Delete a Task You can edit the task in Classic, Plain, and Kanban view. You can modify task details such as task comments, description, subtasks, log hours, documents, forums, and so on. Select a project from the Recent Projects section or ...

                                                        Resources

                                                        Videos

                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                        eBooks

                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources