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Planner makes it easy to manage recurring tasks for your team. You can easily set up automatic repeat for daily, weekly, or monthly recurrence – and many other interval options – with custom repeat settings.

Specify task recurrence

  1. In Board view, select the task card to view its Details panel. 

  2. Set task timing parameters using the Start date and Due date fields. 

  3. Select the adjacent Repeat field to open the Repeat menu and choose a recurrence interval: Daily, Weekdays (M-F), Weekly, Monthly or Yearly

    Repeat_Menu_04

  4. Optionally select Custom to open the Custom repeat pane. Explore and select from a range of options, including Day/Week/Month/Year, specific Weekdays, specific Month date, Yearly due date, etc.

    Repeat_Custom_03

Recurrence rules

  • Repeat will be based on the initial task's due date timing. If the initial task has a start date set, but no due date, recurrence will be based on the start date. Otherwise, the repeat is based on the current date. 

  • The next instance in the recurring series is created only after the preceding instance has been marked as complete.

  • If you change the due date of a task in a repeat series, the original recurrence pattern continues for all tasks planned to be due after that date. Tasks with planned due dates preceding that date will not be created. 

  • Removing the due date on a task removes the recurrence and the series is discontinued.

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