Recurring Tasks and Reminders in Projects

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



      • Sticky Posts

      • 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

      • 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

      • 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.

        • Recent Topics

        • Notebook audio recordings disappearing

          I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),

        • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

          Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please

        • Want to use Zoho Books in Switzerland. CHF support planned?

          Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy

        • Zoho sheet desktop version

          Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

        • Weekly Tips : Teamwork made easy with Multiple Assignees

          Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders

        • Celebrating Connections with Zoho Desk

          September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism

        • What is Resolution Time in Business Hours

          HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

        • Upload API

          I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL

        • Zoho Desk KB article embedded on another site.

          We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

        • Is Zoho Sheet available for Linux ?

          Is Zoho Sheet available for Linux ?

        • How use

          Good morning sir I tried Zoho Mail

        • Adding Overlays to Live Stream

          Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,

        • Email Sending Failed - SMTP Error: data not accepted. - WHMCS Not sending emails due to this error

          I have been trying to figure out a fix for about a week now and I haven't found one on my own so I am going to ask for help on here.  After checking all the settings and even resetting my password for the email used for WHMCS it still says: Email Sending Failed - SMTP Error: data not accepted.  I have no clue how to fix it at this point. Any insight would be lovely. 

        • Support new line in CRM Multiline text field display in Zoho Deluge

          Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

        • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

          Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

        • Zoho Flow - Update record in Trackvia

          Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to

        • Add Comprehensive Accessibility Features to Zoho Desk Help Center for End Users

          Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 Current

        • Rename Record Summary PDF in SendMail task

          So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this

        • Option to Empty Entire Mailbox or Folder in Zoho Mail

          Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

        • in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q

          in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder

        • Estimates with options and sub-totals

          Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks

        • Rate Limiting in Zoho Flow (OpenAI API)

          Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a

        • Optional Items Estimate

          How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....

        • Important Update : Zendesk Sell announced End of Life

          Hello Zendesk users, Zendesk has officially announced that Zendesk Sell will reach its End of Life (EOL) on August 31, 2027 (Learn more). In line with this deprecation, Zoho Analytics will retire its native Zendesk Sell connector effective October 1,

        • Zoho Sheets

          Hi, I am trying to transition into Zoho sheets, I have attached the issues encountered. Server issues, file trying to upload for more than 30 mins, even once uploaded my data aren't loaded. Simple calculations are not working I have attached the sample.

        • Zoho CRM + Zoho FSM : alignez vos équipes commerciales et techniques

          La vente est finalisée, mais le parcours client ne fait que commencer ! Dans les entreprises orientées service, conclure une vente représente seulement la première étape. Ce qui suit — installation, réparation ou maintenance régulière — influence grandement

        • Top Bar Shifting issue still not fixed yet

          I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling

        • Power of Automation:: Automate the process of updating project status based on a specific task status.

          Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer

        • ZOHO SHEETS

          Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same

        • Attention API Users: Upcoming Support for Renaming System Fields

          Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

        • Billing Management: #3 Billing Unbilled Charges Periodically

          We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the

        • No bank feeds from First National Bank South Africa since 12 September

          I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expect

        • Zoho CRM Calendar | Custom Buttons

          I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

        • Citation Problem

          I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and was

        • Open Sans Font in Zoho Books is not Open Sans.

          Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

        • Does Zoho Sheet Supports https://n8n.io ?

          Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks

        • Failing to generate Access and Refresh Token

          Hello.  I have two problems: First one when generating Access and Refresh Token I get this response:  As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get

        • Zeptomail 136.143.188.150 blocked by SpamCop

          Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150

        • Apply transaction rules to multiple banks

          Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.

        • How to bulk update records with Data Enrichment by Zia

          Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?

        • Next Page