Recurring Board Tasks

Automate recurring tasks to make sure your team gets them done!

Updated over a week ago

When managing projects and teams, often times certain tasks must be repeated upon specific intervals such as monthly reports, daily office activities and others. With Any.do's recurring tasks, all members of your board can set recurring items to repeat at different time intervals, with specific start and end dates and even set the number of repetitions per task. All members will then be able to easily keep track of these items and follow up as needed.

Availability:

The following user-types can take advantage of this feature:

  • Family users - admins and members.

  • Teams users - admins and members.

The feature is available on web/desktop apps only.

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πŸ› οΈ How does it work?

  • This unique feature, allows you to easily choose the amount of days/ weeks/ months/ years between each task.

  • The recurring tasks can be set from the task-menu only and not through the quick add bar.

  • Add start and end dates as needed.

  • Select what will trigger the task to recur.

  • Select the section you would like the task to be added to.

  • Select what information will be saved for the recurrence.


πŸ”„ To set a Recurring task

πŸ’» Web/ Desktop

  1. Open a board.

  2. Select the task to open its Task Menu.

  3. Click on "Due Date".

  4. If the task already has a due date set up tap on it to open the date and time menu.

  5. Select the date and time you want the recurrence to start.

  6. Click on repeat to set up the recurrence.

  7. Click on "Repeat every" to choose the frequency for your recurring reminder.

  8. Choose the end time for the recurrence- by toggling off "Task never ends", and select the end date ("Ends on") or total number of repetitions ("Ends after"). When "Task never ends" is toggled on, the tasks will continue to appear until they are deleted.

  9. Set what will trigger the task to recur: (a) Current task is due (b) Task is archived (c) Tag changed to a specific tag (d) Task moved to a specific section.

  10. Set under what section the task will be created.

  11. Set what information the task will include: (a) all data (b) assignees (c) tags (d) notes (e) checklists (f) attachments.

  12. Click "Save" to save the task.


βš™οΈ Recurrence Options

πŸ“† Daily recurrence options

By setting a Daily recurrence, you can set it to repeat on a daily basis, or in fixed intervals (1-30 days between each task).

  1. Choose the "Daily" repeat option.

  2. Set it to repeat in intervals using the "Repeats every" option.

  3. Select when the repetition will stop by toggling off "Tasks never ends", and setting the Ends on/ Ends after.

  4. Set what will trigger the task to recur: (a) Current task is due (b) Task is archived (c) Tag changed to a specific tag (d) Task moved to a specific section.

  5. Set under what section the task will be created.

  6. Set what information the task will include: (a) all data (b) assignees (c) tags (d) notes (e) checklists (f) attachments.

  7. Click "Save" to save the task.


πŸ“† Weekly recurrence options

By setting a Weekly task, you can decide on which days each week the task will repeat and the intervals per number of weeks. You can choose to apply only one of these settings, or both. To set a Recurring task for a specific day of the week

  1. Choose the "Weekly" recurrence option.

  2. Under "Repeats on", choose the specific day(s) for the task.

  3. Select when the repetition will stop by toggling off "Tasks never ends", and setting the Ends on/ Ends after.

  4. Set what will trigger the task to recur: (a) Current task is due (b) Task is archived (c) Tag changed to a specific tag (d) Task moved to a specific section.

  5. Set under what section the task will be created.

  6. Set what information the task will include: (a) all data (b) assignees (c) tags (d) notes (e) checklists (f) attachments.

  7. Click "Save" to save the task.

To set a recurring task for every other week

  1. Choose the "Weekly" recurrence option.

  2. Under "Repeat every", choose "2 weeks".

  3. Select when the repetition will stop by toggling off "Tasks never ends", and setting the Ends on/ Ends after.

  4. Set what will trigger the task to recur: (a) Current task is due (b) Task is archived (c) Tag changed to a specific tag (d) Task moved to a specific section.

  5. Set under what section the task will be created.

  6. Set what information the task will include: (a) all data (b) assignees (c) tags (d) notes (e) checklists (f) attachments.

  7. Click "Save" to save the task.

πŸ“† Monthly recurrence options To set a recurring task for a specific day of the month

  1. Choose the "Monthly" recurrence option.

  2. Under "Repeat by", choose "Day of the month". You can also set the task for 'Once a month, on every first Sunday' (or similar), by choosing "Day of the week" on this option.

  3. Select when the repetition will stop by toggling off "Tasks never ends", and setting the Ends on/ Ends after.

  4. Set what will trigger the task to recur: (a) Current task is due (b) Task is archived (c) Tag changed to a specific tag (d) Task moved to a specific section.

  5. Set under what section the task will be created.

  6. Set what information the task will include: (a) all data (b) assignees (c) tags (d) notes (e) checklists (f) attachments.

  7. Click "Save" to save the task.

πŸ“† Yearly recurrence options To set a recurring task for a specific day of the Year

  1. Choose the "Yearly" recurrence option.

  2. Under "Repeat every", choose if you want to repeat every year or every X amount of years.

  3. Select when the repetition will stop by toggling off "Tasks never ends", and setting the Ends on/ Ends after.

  4. Set what will trigger the task to recur: (a) Current task is due (b) Task is archived (c) Tag changed to a specific tag (d) Task moved to a specific section.

  5. Set under what section the task will be created.

  6. Set what information the task will include: (a) all data (b) assignees (c) tags (d) notes (e) checklists (f) attachments.

  7. Click "Save" to save the task.


✏️ To edit a Recurring Task

πŸ’» Web/ Desktop

  1. Select the task to open its Task Menu.

  2. Click on the due date.

  3. Click on the repeat icon.

  4. Modify your task per your preference

  5. Click "Set" to save.


❌ To delete a Recurring Task

πŸ’» Web/ Desktop

  1. Select the task to open its Task Menu.

  2. Click on the due date to open the menu

  3. Click on the X next to the repeat option.

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