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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

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  • Ensure that the

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  • 'until date

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  • ' for the recurring series

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  • is either equal to or later than the task's End date

  • Click on the ‘

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  • Plan’ 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

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

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

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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.

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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 >

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open the Planning Details > then click on the

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There are 3 options:

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

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

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

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Unplan/Remove Recurring Tasks

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

  1. On the specific recurring task, click on the

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  1. to unplan it

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

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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.