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Recurring Tasks are not available for Jira Field Mapping projects.

The Recurring Tasks feature in TeamBoard TimePlanner allows users to set tasks that repeat on a regular schedule. This feature is particularly useful for managing routine activities and ensuring that important tasks are never overlooked.

Let's dive into a step-by-step guide below on how to configure this feature:

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.

  • Ensure that the 'until date' for the recurring series is either equal to or later than the task's End date

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

2. Update Existing Tasks to Recurring

To enable this feature, select the Issues you want to set as recurring.

Then open the Planning Details >thengo to the Plan tab.

Screenshot 2024-10-31 at 16.58.19.png

From the Repeat section, use the dropdown to turn on the recurrence option and set the desired schedule. Including:

  • Choose the recurrence frequency — daily, weekly, bi-weekly, or monthly.

  • Ensure that the 'until date' for the recurring series is either equal to or later than the task's End date

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

Screenshot 2024-10-31 at 17.00.10.png

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 > open the Planning Details > then click on the Screenshot 2024-09-25 at 16.37.26.pngicon.

Screenshot 2024-10-31 at 16.48.03.png

There are 3 options:

  • This task: Update the working hours and duration for this task only.

Screenshot 2024-10-31 at 16.51.07.png

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

Screenshot 2024-10-31 at 16.52.12.png

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

Screenshot 2024-10-31 at 16.54.43.png

Unplan/Remove Recurring Tasks

There are 2 ways to unplan a recurring task or a recurring series, either:

  1. On the specific recurring task, click on the Screenshot 2024-09-25 at 16.37.15.png icon to unplan it

    Screenshot 2024-11-01 at 15.34.49.png

  2. Select a task from your recurring series > open the Planing Details > then click on the Screenshot 2024-09-25 at 16.37.15.png icon.

    Screenshot 2024-11-01 at 15.26.29.png

Then choose from the following 3 options:

  • This Task: Unplan only the selected task for the specified duration.

  • This and following Tasks: Unplan the selected task and all subsequent occurrences in the series up to the recurrence end date.

  • All Tasks in the Series: Unplan every occurrence of the task in the entire series.