For a task to be recurring, it must belong to a recurring project and we must select the period option (monthly, bimonthly, quarterly, four-monthly, six-monthly or annual) that will appear based on the frequency of the project. Depending on the frequency selected in the project, this is the periodicity in which the task will be auto-generated.
Within a recurring project, we can have recurring tasks and one-time tasks. The single tasks will not be generated automatically.
The start and end date of a task determine the working time of the task. Depending on the frequency and start date of the recurring project to which these tasks are associated, is when they will be generated.
In other words, the start and end dates of a task do not determine when they will be created, but rather the project start date.
For example, if we have a recurring task with a start date of 04/01 and an end date of 04/30, but our project has a start date of 03/15, the task with a start date of 05/01 and an end date of 05/30 will not be created until 05/15.
A recurring task with a start date on the 1st of the month will only be generated on the first of the month, if the project start date is the 1st of the month.
Therefore, it is very important that when creating our tasks, we check the start date of the project because we may be generating overdue tasks.
The recommendation is to generate recurring projects with a start date on the first of the month as it prevents a task from being generated after its start date.
It is also important to keep in mind that the periodicity of the generation is tied to the frequency of the project and not to the duration of the task.
If we generate a recurring task of 4 months duration associated to a monthly project, every month the same task of 4 months duration will be generated, but with different start and end dates.
Status of recurring tasks
Recurring tasks are always created in new status, regardless of whether the status of the previous task was not. They will also be created as active, even if the previous task is archived.
It is also important to note that the activities will show the creation in the name of the user who created the original task.
End the recurrence of a task.
To end the recurrence of a task, simply change it to “unique”.
Keep in mind that the process that automatically generates the tasks, takes all the recurring tasks within the project, duplicates them with the dates of the next period and makes the previous task unique.
For this reason, if our project is monthly, we do not have to worry if the previous month's task that was previously recurrent, now appears as unique. We must also be careful not to change the task back to recurring, as it may be duplicated the following month.
Important!
If we are viewing a task from a period prior to the current one and the new task for this period (or a later one) has already been generated, it is correct that the task appears as “No Repetition”. If we change this value for an old task, we run the risk of duplicating tasks in subsequent periods.
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