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Recurring Tasks are not available for Jira Field Mapping projects. |
The Recurring Tasks feature in TeamBoard ProScheduler 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
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.
2. Update Existing Tasks to Recurring
To enable this feature, select the Issues you want to set as recurring
→ Then open the Planning Details
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 ‘Update’ button to complete the setup process.
Manage Recurring Task Series
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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
There are 2 options to update the recurring series:
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Right-click on the specific task in the recurring series that you want to update → then click on the 
icon.
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.
Choose a task in your recurring series > click on Edit > navigate to
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Update a Single Occurrence
Update the Entire Series
Delete Recurring Tasks
Update the Recurring Task Series:
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Select the task in the recurring series you want to update → Access to the Plan Details tab → Adjust the repeat settings (e.g., frequency, end date).
Click on the Update button after making changes.
A confirmation prompt will appear with the following options:
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.
Then click the Update button to confirm the changes → Your recurring task settings will be updated based on the selection made.
Delete Recurring Tasks
There are 3 options to delete/remove your recurring tasks:
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Right-click on the specific task in the recurring series that you want to update → then click on the Unplan icon.
Select one of the following options → click the Yes button to confirm the changes.
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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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