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Task Recurrence & Date Rules

Helen Chau avatar
Written by Helen Chau
Updated over a week ago

How to set a recurrence for a task:

When a task needs to be repeated, you can set a recurrence period to ensure it is automatically recreated, following the rule.

1 - Open a task and its properties window.

2 - In the Date section, click on the "+" button to set a start date or a due date for your task.

3 - Extend the drop-down menu of the "Repeat" tab at the bottom of the Calendar window, choose how often you want the task to recur - Daily, weekly, fortnightly, monthly, or yearly. You can base the recurrence on either the task’s start date or due date.

NOTE: If you set a recurrence based on the Due Date, a copied new task will be automatically and immediately generated once the current task is marked as complete.

How to set date rules:

​​This feature lets you automatically schedule a task's date based on other lead time or milestones, which helps saving time and reduces manual work.

Here’s how it works:

- Lead Time: Set a date that happens before or after another key date (e.g., start a task 3 days before the project's due date).

- Milestone: Set a date that happens before or after another event (e.g., follow-up 2 days after launch).

You can define:

- Duration type: Days, weeks or months.

- Priority: Whether it happens before or after.

- Based date: Linked to a task’s start date or due date; or project's start date or due date.

Once set, Taskworld auto-adjusts your task’s date if the related date changes, keeping everything aligned.

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