Recurring tasks
Recurring tasks advance to the next due date when you complete them - you do not recreate the same item every time.
Where to find it
Section titled “Where to find it”Set Frequency when you create or edit a task.
Choose a frequency
Section titled “Choose a frequency”- Open or create a task
- Open the Frequency drop down
- Select from the options provided. You can set a custom frequency by selecting Custom Interval…
- Set the first Due Date to when the next instance should happen
- The task will save once you click Create Task or automatically if you make changes to an existing task
Working days only
Section titled “Working days only”- In the frequency picker, enable Working days only
- OhYeh skips non-working days using your org working days
- Projected calendar dates snap to the nearest prior working day
See Dates and scheduling.
After you complete
Section titled “After you complete”- Click Complete on a recurring task. See Complete a task.
- OhYeh calculates the next due date from your rule
- The same alert level applies to the new instance
Calendar projections
Section titled “Calendar projections”The Calendar shows future instances of recurring tasks before they are due so you can see busy weeks ahead.
Change the schedule mid-year
Section titled “Change the schedule mid-year”- Edit the task’s Frequency or Due Date
- The task will automatically save - future instances will follow the new settings
One task per entity
Section titled “One task per entity”For work that repeats per record, create one recurring task per entity (or one task with no entity for internal work). See Linking tasks to entities.