47 lines
2.0 KiB
Markdown
47 lines
2.0 KiB
Markdown
# Recurring tasks
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When handling a project, the same task often needs to be performed several times: for example,
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weekly meetings or status reports. The **recurring tasks** feature allows you to automate the
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creation of those tasks.
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:::{seealso}
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[Odoo Tutorials: Recurring tasks](https://www.odoo.com/slides/slide/recurring-tasks-1946)
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:::
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## Configuration
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To enable recurring tasks, go to {menuselection}`Project --> Configuration --> Settings`, then
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activate {guilabel}`Recurring Tasks`, and press {guilabel}`Save`.
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### Set up task recurrence
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In an existing task, click the {icon}`fa-repeat` ({guilabel}`Recurrent`) button next to the
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{guilabel}`Deadline` field. Then, configure the {guilabel}`Repeat Every` field according to your
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needs.
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A new task in recurrence will be created once the status of the previous task is set to
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{guilabel}`Done` or {guilabel}`Canceled`.
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The new task is created on the project dashboard with the following configuration:
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- {guilabel}`Stage`: is set to the first stage of the project dashboard ({guilabel}`New` or
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equivalent);
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- {guilabel}`Name`, {guilabel}`Description`, {guilabel}`Project`, {guilabel}`Assignees`,
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{guilabel}`Customer`, {guilabel}`Tags`: are copied from the original task;
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- {guilabel}`Deadline`: is updated based on the {guilabel}`Repeat Every` field (e.g., if the task is
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set to repeat once a week, 7 days will be added to the deadline);
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- {guilabel}`Milestones`, {guilabel}`Timesheets`, {guilabel}`Chatter`,
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{guilabel}`Activities`, {guilabel}`Subtasks`: are **not** copied from the original task.
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Once a recurrence is configured, a **smart button** on the task displays the total number of
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existing recurrences.
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### Edit or stop task recurrence
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**To edit** the recurrence, open the last task in recurrence. Any changes made on the task will be
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applied to the tasks that will be created in the future.
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**To stop** the recurrence, open the last task in recurrence and press the {guilabel}`Recurrent`
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button next to the {guilabel}`Planned date`.
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