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Creating Recurring Tasks

Understanding Recurring Tasks

You can create recurring tasks for tasks you have to do again and again as part of a single project.

For example, during an IT project, software likely needs to be backed up at regular intervals. Creating a recurring task for this activity reduces the time required to set up multiple individual tasks.

Recurring tasks appear as subtasks for the main occurrence which appears as the parent task. 

Consider the following when creating and using recurring tasks in Workfront:

  • If you change the Recurrence Frequency on an existing parent task, the existing subtasks are deleted and replaced with new subtasks that follow the new recurrence frequency.

  • If you change the Recurrence Frequency on an existing parent task, subtasks that show progress are not deleted. These tasks are considered separate from the recurrence at this point.

  • Assignments made on the parent task are applied to all subtasks in the recurrence. Any changes made to the assignment on the parent task override any individual assignments on the subtask. If the task shows progress, the assignment does not change. 
    NOTE Assignment is the only attribute of the parent transferred to subtasks. 

Creating a Recurring Task

NOTE You cannot create a recurring task by modifying an existing task. You must create a new task.

To create a recurring task:

  1. Navigate to the project where you want to create a recurring task, then click the 'Tasks' tab.
  2. Click New Task.
    The New Task dialog box is displayed. 
  3. In the Recurrence Frequency drop-down list, select the frequency in which the task repeats:
    Never: The task never repeats.
    Daily: The task repeats every day, every other day, every 3rd day, and so forth, depending on the cadence that you select. You can configure tasks to repeat up to every 6th day.
    Select the date and time to begin creating recurring tasks. Then, select the date and time to finish creating recurring tasks, or select the number of occurrences.
    Work Days: The task repeats every working day, every other working day, every 3rd working day, and so forth, depending on the cadence that you select. You can configure tasks to repeat up to every 6th working day.
    Select the date and time to begin creating recurring tasks. Then, select the date and time to finish creating recurring tasks, or select the number of occurrences.
    This option uses the default schedule that is defined by the system administrator, as described in "Workfront Schedules."
    Weekly: The task repeats each day of the week that you select, either every week, every other week, every 3rd week, or every 4th week.
    Select the date and time to begin creating recurring tasks. Then, select the date and time to finish creating recurring tasks, or select the number of occurrences.
    Monthly: The task repeats either on a specific date of the month that you select, or the task repeats on a specific day of the week and a specific week of the month (for example, the 3rd Wednesday).
    Tasks repeat either every month, every other month, every 3rd month, and so forth, depending on the cadence that you select. You can configure tasks to repeat up to every 12th month.
    Select the date and time to begin creating recurring tasks. Then, select the date and time to finish creating recurring tasks, or select the number of occurrences.
  4. Click Save Task.
  5. (Optional) Modify the recurring task as you would any other task in the project.
    For example, you can add assignments, predecessors, durations, and other work components to it.
This article last updated on 2018-10-31 21:51:28 UTC