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1. Create New Recurring Tasks

  • Start by creating a new Issue in the TeamBoard TimePlanner

  • In the Planning Dialog, turn on the ‘Repeat' option. Choose the recurrence frequency — daily, weekly, bi-weekly, or monthly.

  • Specify the end date or duration for the recurring series.

  • Click on the ‘Save’ button to complete the setup process.

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2. Update Existing Tasks to Recurring

To enable this feature, select the Issues you want to set as recurring > navigate to Planning Details

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Then turn on the recurrence option and set the desired schedule.

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Manage Recurring Task Series

Note

If you update a task in a recurring series, this action will delete all existing tasks in the series and create a new series with your changes.

Update the Recurring Series

Choose the specific task in the recurring series that you want to update > Click on the ‘Edit’ icon.

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There are 3 options:

  • This task: Update the working hours for this task only

  • This and the following tasks: The selected task and all subsequent occurrences in the series will be updated with your changes.

  • All tasks in the series: All tasks in the entire recurring series will be updated with the new changes.

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Delete Recurring Tasks

Choose a task from your recurring series > click on the Edit icon > navigate to ‘All tasks in the series’ option > under the Repeat option, click on ‘Don’t repeat' to disable recurrence > click on ‘Save’ to apply the changes

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