Within Teamwork, you can choose to set tasks to repeat at specific intervals.




Before setting a repeat, you will first need to make sure you have a due date set on the task.

When creating or editing the task, select the Repeats tab (circular arrow). You can then choose when the task should repeat.

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You can set a repeat interval such as daily, weekly, monthly, selected days or custom number of days.

  • Selecting no end date will repeat the task for a maximum of 1 year from the original task's due date.
  • Every X Days - repeats the task every X amount of days (tasks can land on weekends)
  • Every X Days, only Weekdays - repeats a task every X amount of days (tasks will not land on weekends) 

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Once you have chosen the interval, you can decide whether the task should stop repeating by a specific date. Depending on the repeat type you have selected, you can also specify how the repeat is handled such as same day of the month/week.

Hovering over the Preview Due Dates option will show you the future dates that the repeated tasks.

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The next task in the series will automatically be created as soon as the previous one is marked as complete.

Note: If any future tasks in the series have dates that have already passed by the time you are completing the existing task, these tasks will be skipped and the most imminent upcoming task will be created.

On an existing repeating task, you will see the repeat icon beside the task dates. Hovering over that will show you the list of repeating tasks that will be created when the previous one has been marked as complete.

You can also manually add these tasks to the task list immediately without marking the previous one complete by clicking the plus icon to the right of each task in the upcoming tasks pop-up.

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Notes

  • You will need to use the Create this task now option in order to make all repeats of tasks with estimated time be included in the total estimated time in the workload view.
  • Tasks set to repeat will only display once within the Gantt chart.
  • Any files attached to the original task will be carried over to each future repeating task.



Editing repeating tasks

When you edit the very first task in a repeating task series, the confirmation modal when saving your changes will show that this will also update all following tasks in the series.

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When editing subsequent repeats, you will need to choose how those edits to the current task should affect other tasks in the sequence.

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Edit options for recurring tasks:

  • All following
    • If you edit a task in the sequence and choose to update all following, a new sequence will begin from the edited task. The original sequence will end at the task previous to the edited one.
    • Note: This applies to all task properties, not just dates.
  • All tasks in the series
  • Only this instance
    • If you change the due date of a task already created in the series and select to change only this instance, only that individual task will be updated.
    • You will then see an out of sequence label in the upcoming repeats pop-up detailing that that task's date is no longer following the original series.
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Working with repeats and subtasks

When a parent task is set to repeat, any existing subtasks will also be repeated along with it at each repeating interval.

It is not possible to set a repeat directly on a subtask. Subtasks inherit the parent task's repeat.

Note: When a task with dependencies is set to repeat, the repeat tasks do not carry over the dependency.

For more information, see: Changing Dates of Tasks with Dependencies