Task Custom Repeat

Overview

The Task Custom Repeat feature allows you to create recurring tasks with flexible scheduling options. Instead of manually creating the same task repeatedly, you can set up a custom repeat pattern that automatically generates new task instances based on your specified criteria.

What is Task Custom Repeat?

Task Custom Repeat is an advanced scheduling feature that enables you to:

• Automatically generate recurring tasks based on custom time intervals
• Set specific days of the week for task repetition
• Configure monthly patterns with specific dates or week positions
• Set yearly repetition patterns
• Define end dates for recurring tasks

Getting Started

Accessing Custom Repeat

1. Navigate to the Tasks module in your application
2. Click Create New Task or Edit an existing task
3. In the task creation/editing form, locate the Repeat section
4. Select Custom from the repeat options dropdown
5. Click Configure to open the Custom Repeat settings dialog

Custom Repeat Configuration

Basic Settings

Repeats Every

• Field: Numeric input for frequency
• Description: Specify how often the task should repeat
• Example: Enter "2" to repeat every 2 intervals

Repeat Type

Choose from four main repeat types:

Weekly Configuration

When selecting Week as the repeat type, you can:

Select Days of the Week

• Checkboxes for each day: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday
• Multiple days can be selected
• Tasks will be created on all selected days

Example Weekly Setup

Monthly Configuration

When selecting Month as the repeat type, you have two configuration modes:

Mode 1: Day of Month

• Option: "Day Type"
• Selection: Choose specific days of the month (Day 1, Day 15, Day 31, etc.)
• Multiple Selection: You can select multiple days
• Example: Task repeats on the 1st, 15th, and 30th of every month

Mode 2: Week Position

• Option: "Week Type"
• Week Position: First, Second, Third, Fourth, Last, or Every
• Day Selection: Choose the day of the week

Examples:

• "First Monday of every month"
• "Last Friday of every month"
• "Every Tuesday of every month"

End Date Configuration

Never End

• Option: "Never"
• Behavior: Tasks continue to repeat indefinitely
• Use Case: Ongoing maintenance tasks

End on Specific Date

• Option: "On"
• Date Picker: Select a specific end date
• Behavior: Tasks stop repeating after the specified date
• Use Case: Time-limited projects or seasonal tasks

Real-World Examples

How It Works Behind the Scenes

Automatic Task Generation

• The system runs a scheduled command daily at midnight
• It processes all tasks with custom repeat configurations
• New task instances are automatically created based on the repeat pattern
• Each new task maintains the same properties as the original (assignees, priority, description, etc.)

Task Relationships

• Original task becomes the "parent" task
• Generated tasks are "child" tasks linked to the parent
• Child tasks are marked as recurring
• Due dates are calculated based on the original task's due date interval

Timezone Handling

• All calculations respect your organization's timezone setting
• Task creation and due date calculations use the configured timezone
• This ensures consistency across different geographic locations

Best Practices

Troubleshooting

Common Issues

Tasks Not Repeating

• Check: Verify the repeat configuration is saved correctly
• Check: Ensure the task has a valid due date
• Check: Confirm the end date hasn't passed
• Check: Verify assignees are properly set

Wrong Repeat Frequency

• Issue: Tasks repeating more or less frequently than expected
• Solution: Review the "Repeats Every" value and repeat type
• Solution: Check if the calculation logic matches your expectations

Timezone Problems

• Issue: Tasks created at unexpected times
• Solution: Verify your organization's timezone setting
• Solution: Check if daylight saving time affects your patterns

Getting Help

If you encounter issues with custom repeat functionality:

1. Check the task configuration in the edit mode
2. Verify the repeat settings are saved correctly
3. Review the task history to see when tasks were last generated
4. Contact support with specific details about your setup

Advanced Features

Task Inheritance

• Child tasks inherit most properties from the parent task
• Assignees, priority, task type, and description are preserved
• Custom fields and labels are maintained
• Site and resource assignments are carried forward

Modification Rules

• Parent Tasks: Can be modified to change future repeat behavior
• Child Tasks: Can be individually modified without affecting the parent
• Deletion: Deleting a parent task stops future task generation
• Status Changes: Child task status doesn't affect the parent or future tasks

Monitoring and Management

• View all recurring tasks in the task list
• Filter by repeat type to see custom repeat tasks
• Monitor task generation through activity logs
• Track completion rates for recurring tasks

Summary

The Task Custom Repeat feature provides powerful automation for recurring work. By understanding the configuration options and following best practices, you can efficiently manage repetitive tasks while maintaining flexibility and control over your workflow.

For additional support or questions about specific use cases, please refer to the application's support documentation or contact your system administrator.