How to set up a Recurring Task
To set up a a task to repeat, go the the details menu (...), and select from one of the default or custom options.
On iOS, swipe on the task, and go to the More action, which will bring you to menu where you can select "Repeat Task".
You can also access on Mac through the right click options on each task.
Selecting one of the default options will cause a new task to be created in a day, week, month, year from now, and repeat forever.
For more custom configuration, click on the "Custom" option and choose your schedule, your time for creation, when the task repetition will end, and the due date of the tasks created.
You can also select the "Avoid Duplicates" option if you don't want any new task to be created until the previous task is marked as Done.
To gaze into the future, take a look at the Next Task: field, which will let you know what your custom settings mean, and when the tasks will be created.
Edit a Recurrence
There are two aspects of the repeating task that you can modify:
- When your task will repeat.
- The structure and content of the tasks that will be created, this is called the "Recurrence Template"
Editing the Repetition Schedule
When a task is created from a recurrence you will see the circular arrows in the task cell and some information about the schedule in the task header.
To see or modify the schedule, click on the circular arrow in the task header. You can also access the Repeat Task menu from the task options (...), or from right click on Mac, or swipe on a task on iOS.
If you have selected a standard repetition one of those options will be selected, and you can select any other one.
If you have set up a more advanced configuration the "Custom..." option will be selected. Click on the Custom option to update those preferences.
Editing a Recurrence Template
The content and structure that will be copied to any new task created from your repetition schedule is contained in the recurrence template for each task.
You can edit the Recurrence Template name, description, task template, or any field on the template and this will be copied to any new instance of the task which are created.
To see the recurrence template, click on the arrow in the task header, or you can see all your Recurrence Templates by filtering in the Task list for these task types.
Note: comments and files in the recurrence template will not be copied to every task recurrence.
You can also apply changes from your tasks to the recurrence template.
If, for example, over time you start to add information to your monthly newsletter task, which you would like to be in each new occurrence of that task, you can apply those changes back to the recurrence template.
Use the "Apply Task Details to Template" menu option in the Repeat Task menu.
How to stop a Recurring Task
To remove a recurring tasks and not create any new tasks according to that schedule and template, you can go to the task menu of any task which has been created for this recurrence.
From the Repeat task menu, select Never. On iOS "Stop Recurrence"
You can also delete the Recurrence Template, which has the same effect.