Recurring tasks

Some work repeats on a steady rhythm: a weekly report, a monthly invoice, a daily team stand-up, or a review at the end of every sprint. Instead of creating these tasks from scratch each time, you can define the repeat pattern once and let Taskie create the next occurrence at the right time, so nothing slips through the cracks.

This feature is available on every plan. Below you'll see how to set up a repeat, how later occurrences behave, and how the system respects your project's statuses and workflow when it creates each occurrence.

Set up a repeat

You set up a repeat from inside the task itself. Open the task you want to repeat and go to the repeat section. There you can choose the repeat type and rhythm, and see a preview of the next few occurrences.

1. Open the task, and under Set up repeat choose a repeat type: Daily, Weekly, Monthly, Yearly, Days after completion, or Custom.
2. Set How often. For a weekly repeat, choose the days of the week; for a monthly repeat, choose the monthly pattern (a specific day of the month, the first or last day of the month, or the same weekday position).
3. Choose Repeat when: on schedule, when the work is done, or when it's closed.
4. Choose whether each occurrence creates a separate new task or reuses the same task.
5. Set the end of the repeat to No end, On a date, or After a number of times, then click Apply.

Below these settings, Upcoming occurrences shows the next few dates so you can confirm the pattern is right. If you need a more complex rule, use the Advanced repeat editor.

When does the repeat happen?

Your most important choice is Repeat when, because it decides when the next occurrence is created:

• On schedule: the next occurrence is created automatically on the set date, even if the current one isn't done yet. Taskie checks for and creates due repeats every hour.
• When done: the next occurrence is created only when you move the current task to a final (done) status. This suits work that shouldn't reopen before the previous occurrence is finished.
• When closed: the next occurrence is created when the task reaches a closed status.

How later occurrences behave

If Create a new task is on, each occurrence creates a fresh copy of the task, and you decide which parts of the original carry over to the copy. You pick these in the Fields to copy list:

• Description, assignee, and labels
• Custom fields and dependencies
• Checklists, with the option to Keep checked items or start them over
• Followers and attachments
• Subtasks, subtask assignees, and automatically shifting their dates

Each occurrence's start and due dates are recalculated from the interval you defined on the original task. If you turn Create a new task off, the same task is reused instead of creating a copy: its status is reset and its dates move forward. Turn on Skip weekends to move occurrences that fall on a weekend to the next working day.

Respecting project statuses when creating repeats

When Taskie creates each occurrence, it follows the project's workflow so the new occurrence starts fresh rather than in a done state. The new occurrence's status is automatically set to the project's first working column: first a status in the backlog group, then, if there isn't one, an in-progress status, and finally the workspace's default status.

• You can't set up a repeat on a task that is itself one of the generated occurrences of a repeat.
• You can't turn on a repeat for a task that's in a closed status.
• If the project is archived, its repeats stop, and no new occurrences are created until it's taken out of the archive.

This way, later occurrences always appear in the right place in the project's queue and stay in step with your project's real statuses.

Review and remove recurring tasks

All tasks you've set to repeat are gathered on one overview page, so you can see in one place what work repeats periodically. To end a task's repeat, click Remove repeat. This doesn't delete the task itself; it only removes the repeat pattern. If you change the repeat rule, future occurrences that don't match the new rule are discarded and recreated.

Tip: If you want the next occurrence to be created only after the current work is finished, choose When done. If the work must repeat on its due date whether or not the previous occurrence is done, On schedule is the better fit.

Next step: to learn more about the parts of a task and the fields copied with each occurrence, see Subtasks and dependencies and Task details and management.