Love to hear if anyone knows how to do this last step. The one thing I cannot work out how to do is: The original task can be ‘Related To’ a Project or Account name, but I cannot find the ‘Related To’ field in the workflow settings to assign the repeated task to a Project or Account Name. It will also create the new task including the ‘Assigned To’ and other fields fro the original task. The workflow is triggered by the closure of the task, this way you have a focused task list to work on. The attached settings will create and show a single task (and repeat it as per the settings) once the task is closed. You will need to create the first workflow and then you can duplicate it for each new one and just change the due date settings and match the fields to the timing you want.Įg: Due Date for weekly is + 7 Days but Due Date for BiAnnually would be + 6 Months. I setup the options of Daily, Weekly, Fortnightly, Monthly, Quarterly, BiAnnually, Annualy & 2 Years.Īfter that you can configure the workflow like the attachments.
I have included screenshots of what Condition settings and Action settings I have used.īefore setting up the workflow, you need to create the drop down options you want to use in the Studio from the admin area. In case anyone still needs help with this, I have managed to create recurring tasks via the workflow and they are working very well. If I can do something to help you find the problem let me know. and aCalendar+ (connection using the EteSync app over OpenTasks) - in both cases in OpenTasks appears a duplicate while in not. So far, it seems to be working but I have only two tasks that need to recur at the moment. I do not have any recurring tasks yet so it happens with non-recurring tasks. But keeps the record of what ones have been completed and which have been skipped for my records. This way, it only shows up in my task list IF I have already completed/closed/skipped one occurrence (I really do not need to see it populate tasks for perpetuity, just a reminder the next time it needs to be done). “if the Blank is closed/skipped (I added skipped to my status dropdown) and recurrence field equals this, then create new task (or modify task depending on if you need to keep a history of completed tasks) with the date completed/closed + 7 days” Etc. I then set the workflow to something like “if the recurrence field equals this, then create new task (or modify task depending on if you need to keep a history of completed tasks) with the date completed + 1 day” I currently do this via workflow by adding a dropdown menu called “frequency” that has the choices of : daily, weekly, 14 days, monthly, quarterly, bi-annually and annually.
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