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Creating Recurring Tasks

Understanding 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.

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:

  • A task will have a recurrence rule, which dictates how many subtasks it should generate and which dates they should have. If a recurrence rule is changed after the creation of the recurring task, the existing subtasks are deleted and replaced with new tasks that follow the new rule. The existing tasks are not reused because the count and dates can be different.
  • Already scheduled subtasks are kept, however, if the subtasks have work done on them (or are involved in a predecessor relationship). Showing progress on a subtask causes those subtasks to be locked, meaning it is no longer subject to the recurrence of its parent. This was done so that a task which is in the process of being worked on cannot be deleted automatically by the system. Once a subtask of a recurring task shows progress, you can consider it as no longer being part of the recurrence.
  • Assignments made to the parent task of a recurring task sequence are transferred to each of the subtasks in the recurrence, by default. There are two scenarios to consider here:
    • If you assigned the parent task of a recurring task sequence, all recurrences are assigned to that entity. When you delete remaining recurring tasks and replace them with a new recurring pattern, all the new recurring tasks are assigned to the original assignment made on the parent. 
    • If you assigned the subtasks to different entities and you delete the remaining recurrences and replace them with new ones, the new recurring subtasks are unassigned. 

Creating a Recurring Task

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.
This article last updated on 2018-09-01 00:21:56 UTC