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Creating task using wizard - Recurrence

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To add a recurring nonproject task with the help of the wizard, click on the arrow on the toolbar of the main screen next to the new button and click on the Create task using wizard option. At this point, the creation wizard will be opened.

 

assistente_atividade_recorrencia

 

Select the Recurrence option and configure the following fields of each of the step below:

 

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Fields

 

Nonproject task

Locate and select an already saved task that will serve as a template for the nonproject task being created.

Create under execution

When enabled, the task will already be created in the execution step.

 

Click on the Next button, at the bottom of the assistant, to access the next step in which it is located.

 
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Task data

 

Name

This field will be filled out by the system with the name of the task from which you are creating the task in question, but it is possible to edit it. In that case, enter the name of the nonproject task being created.

Responsible for the task

Define the user that will become responsible for tracking the task.

Responsible for the execution

Define the user who will be responsible for executing the task.

Responsible team for execution

Select the team that will be responsible for executing the task. Use the other buttons next to the field to add a new team and use it as the responsible team and clear the field.

Copy options

Enable the options corresponding to the information you wish to copy to the new task. Do not enable those you do not wish to copy to the task.

 

Click on the Next button, at the bottom of the assistant, to access the next step in which it is located.

 

▪When the team responsible for the execution cannot execute the task, it will not be displayed in the execution tasks of the other team members.

▪After disassociating the user responsible for the task execution, an execution notification e-mail will be sent to the team.

 

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Recurrence

 

Recurrence pattern

Select the desired frequency for the task recurrence:

▪Weekly: The recurring task will occur once every number of weeks and on specific days. In the Every ___ week(s) on field, enter the number of desired weeks and, after that, check the days of the week corresponding to the days in which the task will occur. For example: every single week, every Monday, Wednesday, and Friday.

▪Monthly: The recurring task will occur on a specific day of the month. For that, select one of the following options:

oDay __ every __ month(months): Select this option for the recurring task to occur on a determined day every determined number of months. For example: Day 15 every 1 month.

oThe ____ of each __ month(months): Select this option for the recurring task to occur on a determined day every determined number of months. For example: The last Wednesday of each month.

▪Yearly: The recurring task will occur on a specific day of the year. For that, select one of the following options:

oOn ____: Select this option for the recurring task to occur on a specific date of the year. For example: On June 29th.

oThe ____ of __: Select this option for the recurring task to occur on a determined day of the month in the year. For example: The last Wednesday of June.

Range of recurrence

▪Start: This field is filled in by the system with the task start date; however, it is possible to edit it. In this case, enter the date the task will be valid from, then, select one of the following options to set the end of recurrence.

▪Ends after __ occurrences: Recurrences of such tasks will be ended when reaching a certain number of occurrences. Then, determine this amount.

▪Ends on __: Enter a specific date on which the task recurrence will end.

 

After filling out the required field, click on the Finish button.

 

In the Review step, the system will display an overview of the task creation. Through the Task data option, it is possible to access the created task data screen to perform the necessary edits. Click on the Close option to close the creation wizard.

 

Refer to the Editing a nonproject task under planning section for a detailed description of the nonproject task data screen.