Within Teamwork.com, you can set individual tasks
to repeat at specific intervals.
When creating or editing a task, click the More tab and select Repeats from the dropdown menu.
Note: Before setting a repeat,
you will
first need
to make sure you have a due date set on the
task.
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)
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.
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 (rounded arrow) 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.
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.
When editing subsequent repeats, you
will need to choose how those edits to the
current task should affect other tasks in the
sequence.
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.
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.
Importing tasks
When importing tasks to a
project, it is not possible to set repeating
tasks when using an Excel file import.
Repeating tasks can be set when
importing via a Microsoft Project file.
For more information, see: Changing Dates of Tasks
with Dependencies