Recurrence

This functionality is available for scheduled actions to automatically repeat an action periodically.

Recurence generation

There are two types of recurrency: regular and subsequent.

Regular
When the recurrence information is entered, a number of actions are created using the frequency pattern and the start date. If the start date is in the past, actions are created to catch up to today, then actions in the future are generated to reach the specified number of periods in advance (i.e. from today). The start date defaults to the scheduled date of the action. It can be modified to a future date.
A background recurrence task runs periodically to check if new actions should be created.

Subsequent
The next action is only created when the current action is set to done. The frequency pattern is used to calculate the new date from the done date.

Frequency pattern fields definition

Note on the Start Date

The start date cannot be prior to the scheduled date of the action selected. If you need an earlier start date, you need to update the scheduled date of the action prior to modify the recurrency.

Update Recurrency

Change Recurrence type

Stop Recurrency