Repeating tasks (cyclicity)

When you are determining the deadline for a new task, you can also indicate that the task will be repeated regularly. This is the case of so-called repeating task.

How to set task repeating?

To make the task cyclical:

  1. Open the task, editing it on the task list. If you want it to be a completely new task, just add a new task, for example through a context menu. +.
  2. Click on Show details on the task form.Pokaż szczegóły zadania w LiveSpace CRM
  3. Set the option of repeating the tasks according to your preferences.Opcje powtarzania zadania w LiveSpace CRM
  4. Save or Add the task.Dodawanie zadania w LiveSpace CRM

 

Repetition rate of tasks

You can specify the rules according to which the task will be repeated. Yoy have the possibility to set its frequency for:

  • Every day, or every specified number of days
  • Every day on weekdays
  • Every week or every few weeks, on a specific day or days
  • Every month on a specific day of the month or day of the week
  • Every year

You may also decide when the prevalence of the task is to be completed:

  • Never
  • After a certain number of occurrences
  • A specific dayCzęstotliwość zadania w LiveSpace CRM

Displaying cyclical tasks

Cyclical tasks are displayed in the calendar, in accordance with their selected criteria of occurrence (eg. every week, on Wednesday at a certain time).

Repeated tasks are also visible in the task list, but only the next occurrence of the given task is shown. However, if a certain time interval (for example, this week, or the time from December 1 to December 31) is selected on the task list, all the tasks at this given time will be listed, too.

Kalendarz w LiveSpace CRM

Editing cyclical tasks

If you need to edit a cyclical task, you have to decide whether you want to edit:

  • the entire cycle (for example, you move the weekly meeting from Tuesday to Wednesday).
  • single task (for example, you move one meeting from Tuesday to Wednesday. and the rest of the cycle stay unchanged).Edytowanie cyklu lub pojedynczego zadania w LiveSpace CRM

In the first case, we will change the settings for all occurrences of the task. In the second case only the settings for a specific instance is modified.

Adding files or comments to the cyclical task 

Adding files or comments requires moving to the tasks profile. In order to go to the profile of a cyclical task, you can edit its single instance and then go to the profile of this instance. There is no such thing as the profile of the entire cycle, so if you add files or comments, you add them to a particular instance of the cyclical task, not for the whole cycle.