Set repeating schedules for your work to keep anything from falling through the cracks with recurring tasks!
Quickly Creating a Recurring Task
Open a task (or create a new one with our keyboard shortcut:
Click on the due date calendar icon
Choose your recurring settings
Saveto create your recurring task!
Creating a recurring task with specific settings
In this section we'll cover:
Step 1: Creating a Recurring Task Schedule
Set up the schedule for your recurring task.
Choose your preferred schedule
Preview the recurring task schedule on the calendar
Continue to set your preferences or click
Saveto set the recurrence in motion
Note: When setting the time span for your recurring tasks, the recurrence period will apply to the due date, and the start date will be calculated from the due date.
Scheduling options include:
Daily: The task will recur every day with the option to skip weekends
Weekly: Recurs once a week on the day you choose
Monthly: Option to recur on the same day each month that you've chosen, a select weekday of the month (such as the first Friday), the 1st of the month, or the last calendar date in the month (such as September 30th, followed by October 31st).
Yearly: Recurs once a year on the day you choose
Days after: Recurs a certain number of days after the task has been marked complete
Custom: Indicate if the task should repeat every few days, on select days in the week, select weeks in the month, or select days of the year
Step 2: Choosing when the task should recur
Create the next task when the current task is either closed, done, or on schedule.
Recur when Closed: The task will recur when it moves to a closed status
Recur when Done: The task will recur when it moves to a done status
Recur on Schedule:
If you need the task to recur regardless of whether the task is set to a
Closed status, make sure
On schedule is selected.
Once selected, the
Update status to option will appear. This option allows you to choose what the status changes to once the task has recurred.
Note: Tasks set to recur
On schedule that are marked as
Closed before their due date will create the next occurrence right away!
Step 3: Choosing to create a new task or not
Select your preference to create a new task or not by checking the
Create new task option.
Create new task (checked): Duplicates the recurring task as a brand new task in your Workspace.
Customize what you would like to bring over to the next instance of the recurring task.
Remap Subtask Dates
Only Assigned Comments
Do not create a new task (unchecked): The start and due dates of the task will be updated to reflect the next recurrence according to the schedule. All the current and completed activity, subtasks, checklists, assigned comments, will be kept on the task.
Step 4: Selecting a Recurrence Length
Set how long you want the task to recur.
Recur Forever - The recurrence will continue indefinitely
Repeat - Set how many times this task will recur
End on - Set a final date for the recurrences to happen
Step 5: Preview your recurring task schedule
Preview the schedule one last time on the calendar, and click
save to set your recurring task in motion!
Pro tip: Type your recurring settings quickly, like 'every day'
You can set up recurring tasks even faster with natural language. Just type in your desired repeat schedule in the due date section of your recurrence menu:
Every Monday at 9 am
Until September 23rd
For 3 weeks
Pro tip: On the Unlimited Plan and above, you can see recurring tasks in your Calendar view!
Using Start Dates on Recurring Tasks
If you have Start Dates set with recurring tasks, your Start Dates will be automatically moved to ensure they are the same length from the Due Dates.
Your task starts on Monday and is due on Wednesday (2 days in between)
Recurrence is set to every day
On the next recurrence, your due date is moved up one day, to Thursday.
Your start date would also be moved up one day, to ensure it's still 2 days before your Due Date, so the Start Date would be Tuesday now.
Using Legacy Recurring (Advanced Options)
If you need to set up a more customized recurrence schedule, our legacy recurring options are available.
Click on the Recurring settings ellipsis
Select Use legacy recurring
Set your recurring task up using the options available
Let us know if you have any suggestions on our feedback board here!