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
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
Then turn on the recurrence option and set the desired schedule.
Manage Recurring Task Series
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.
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.
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
