A Standard Task functions like a stamp that users can schedule repeatedly for different shifts. The Recurrence tool allows users to set the shift, frequency and repetition for the task. This guide explains how to accomplish this.
Info!
For more information see the Can I set a standard task to be automatic? article in the FAQ.Step-By-Step Guide
This guide provides instructions on how to:
Follow these steps to add, edit and delete Recurrence on a Standard Task
1. Click on the Planning Board icon
Add a Recurrence
1. Right click on the Standard Task, select the Recurrence and click Add
2. Set the Recurrence. Click Save
Info!
To show the recurred Standard Task on the Week 3, 4 and 5 schedule, click on the "Show on weeks 3, 4 and 5" checkbox.
Edit a Recurrence
1. Right click on the Standard Task, select the Recurrence and click on the existing recurrence
2. Change recurrence details (e.g., Frequency). Click Save
3. Confirm the new recurrence details
Delete a Recurrence
1. Right click on the Standard Task, select the Recurrence and click on the existing recurrence
2. Delete the recurrence
3. Confirm the deletion of the recurrence
4. Confirm the deletion of the scheduled tasks (by this recurrence)
Comments
0 comments
Please sign in to leave a comment.