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Creating Recurring Tasks

You might want to create a recurring task for tasks that 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.

NOTE You cannot create a recurring task by modifying an existing task. Instead, to designate a task as recurring, 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.