How to add a recurring task

Modified on Thu, 4 Jul at 1:49 PM

Recurring tasks are a great help if you have tasks that need to be created on a regular schedule. This allows you to close the current task you have finished and Magnetic will automatically create a new one for you.

Follow these steps in order to create a recurring task:

Head to the task section.
Click New Task.
Fill out the information.
Setting an End Date for the task is very important - if there is no End Date you will not be able to create a recurring task.

Click the Add Recurrence icon to display the Recurring Schedule

This will display the recurring schedule

Here you are able to choose various options on when you would like the recurring task start and end - you can choose a task to recur on a daily, weekly monthly or yearly, and choose the specific day of the week or month you would like that task to end.
Once you have filled in all the necessary information - Click Save.
Your recurring tasks will be generated and you will need to enable the Recurring tasks filter (as highlighted below)in the task list view to view your future recurring tasks.
You will notice a circular icon next to the newly created recurring tasks.

Clicking on this icon brings you to a page of all the tasks in the sequence.
Here you can edit individual tasks.
- If you wish to change your recurrence from a Tuesday to a Wednesday -
  - Simply deselect Tuesday and select Wednesday.
  - Save.
- If you need to change the Task Name or any other information
  - Edit the Task
  - select the "Apply task details to future recurrences".
  - Save.
- To Turn Off the recurrence
  - Edit the Task you wish to end the recurrence.
  - Choose Never from the drop down box .
  - Save.