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Create recurring actions

Learn more about creating recurring actions via the web app.

Why create recurring actions?

The Actions feature allows you to identify, track, and complete tasks as a team. Each action includes a built-in chat and activity feed, where your team members can collaborate. With built-in timestamps, you can keep track of everyone's interaction from start to finish.

Not only that, you can arrange your actions in advance to recur every day, week, month, or year - the choice is yours. Set and forget your schedule and rely on your daily actions feed to tell you what tasks need to be done every day.

Recurring actions displayed on the actions page.

Create a recurring action

  1. Log in to the web app.

  2. Select Actions from the menu on the left-hand side.

  3. Click Plus iconCreate action on the upper-right of the page.

  4. In the side panel, enter the action's title and description. You can also configure action fields such as a site, label, asset, and more.

  5. Click Recurring calendar iconDoes not repeat and set the recurrence accordingly. Create a recurring action via the web app.

  6. Click Create on the lower-right corner of the page.

Limitations

  • You can only set standalone actions to recur.

  • External assignees can't be assigned to recurring actions.

  • In List iconList and BoardBoard views, only the upcoming occurrence of a recurring action will be visible.

Frequently asked questions

If you update the details of an action, you will be prompted to save the changes to apply them. Updating the status and the due date only applies to that specific action. If you update the site, label, asset, and priority, you can apply them to that specific action or all future actions in the series. If you update the recurrence details, it will apply to the specific action and all future actions in the series.

\Update a recurring action via the web app

As soon as you create the initial recurring action, the next action will be created upon the due date and time of the occurrence. Let's use the below example to explain it further:

  • Recurring action creation date: Thursday, 16 February at 3:00 pm.

  • Recurring action due date: Monday, 20 February at 5:00 pm.

  • Recurrence: Recurring every 1 week.

Once the initial action has been created on 16 February at 3:00 pm, the first occurrence will be on 20 February at 5:00 pm, and the next occurrence will be on 27 February at 5:00 pm.

Depending on how you're viewing your actions, the recurring actions you see may differ:

  • List iconList: Only the upcoming occurrence is visible.

  • Calendar (dates) iconCalendar: All occurrences are visible, but only the upcoming occurrence can be edited.

  • BoardBoard: Only the upcoming occurrence is visible.

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