Tasks Activity in Apptivo allows you to create tasks for Employees. An organization may have tasks which should be done periodically. You might need to be notified if a task is recurring. In those cases, the Tasks app enables you to set the recurring feature.
- Go to Tasks App in Apptivo and select create to create a new task.
- In the Create Task page, add the information associated with the task like the name, description, and duration of the task.
- On scrolling down the Create Task page, you can see a toggle button called Repeat. Enable Repeat to configure the recurring feature.
- Once the toggle is enabled, you will be navigated to the Repeat popup. Here, you can set the recurring period.
Repeat - You can use this feature to set the repeats to be Daily, Weekly, Monthly, and Yearly.
Repeat On: Based on the repeat duration, you can set the task to repeat every day, week, month, or year.
Ends: In the Repeat tab, you can set when the recurring of a particular task ends.
- If the task is to repeat forever, you can set it as never.
- If the task is to repeat for a particular number of times, you can see the number of occurrences.
- If the recurring of a task has to end after a particular date, you can set the date.
- Since the repeat duration is weekly, the configuration is modified to repeat the task every Thursday for 5 occurrences.
- Once the repeat is saved and the task is created, you can see the repeat is enabled. You can click on modify to edit it.
- Moving forward, a task ‘Weekly Review’ will be created for five consecutive Thursdays.
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