A recurring project is a set of tasks that repeat on a regular basis (daily, weekly, monthly, or yearly).
A good example of using a recurring project would be a monthly store visit by a district manager.
In this instance, you would have a project that starts on the first day of the month and recurs every month (or until you decide to end it).
Recurring Projects can take place on daily, weekly, monthly or yearly intervals.
You will also be given the option to select if you would like the project to be auto-archived when the due date has passed. Auto-archiving will remove any leftover tasks from your user's task list. If you choose not to have the projects automatically archive, you will need to archive them yourself when you decide you no longer want the projects associated tasks to show up in your user's overdue tasks list.
*Note: We HIGHLY recommend using Auto Archive when setting up daily recurring tasks. Failure to do so could result in your users having a large number of overdue tasks.
More information on auto archiving a project can be found here.
In the screenshot above, we are setting up a monthly recurring project that will recur on the 1st day of every month. I set the start date for this project to 7/1/2017.
You can also select the end date for the recurring project. Here are the choices for end dates:
- Never- The project will continue recurring until you decide to stop it.
- After- Allows you to select the exact number of times you would like the project to recur.(Ex. Selecting 5 will cause the project to stop being created after 5 months.
- On- Will allow you to select an exact date you would like to stop creating recurring projects on.
Additional options for daily and weekly recurring projects:
- Time range to complete- If you are setting up a daily or weekly recurring project, you can choose to have the project open for the entire day or just during a certain time window. Selecting "between" will allow you to set the hours that you would like the task completed in. (Ex. Having a morning checklist due between 8 am and 10 am.)
*Note: If you create a daily recurring project, it will take two (2) days for the recurring project to become active.
Select the create button and you have now created a recurring project that will repeat within the guidelines you have chosen.
Once created, you will be able to differentiate a recurring project from a normal project by the blue recurring symbol under the due date of the project.
Archiving Recurring Projects
If you need to make any future changes to recurring projects, such as changing the times that they start/finish or change the forms that are recurring, you will need to archive the project from the ‘Recurring’ tab on the Projects page.
To do this, navigate to the ‘Recurring’ tab on the Projects Page, find the recurring project that you wish to change, and select the drop-down arrow to the right of that project.
Repeat the steps above to recreate a recurring project.
As always, if you need help setting a recurring project up for your company please contact Support@Zenput.com