Recurrence
For scheduled actions, you can get the action repeated periodically automatically.
Explanation of the frequency entry fields:
- base: done date or start date (set by default to the scheduled date of the action you are on);
- the frequency pattern: daily, weekdays, weekly, monthly or yearly and how often;
- if start date base: how many occurences in the future should be created (default per
frequency (daily, weekdays, weekly, monthly or yearly)
can be changed under Preferences/Miscellaneous/Recurrence);
- ending options: never, after X number of occurrences, end date.
Occurences generation
If base is start date
When the recurrency information is entered, a number of actions is created using the number of occurences in advance and the scheduled date:
actions are created to catch up to today, then actions in the future to reach the number of occurences in advance.
A process is then run to check if new occurences should be created.
If base is done date
The next action is only created when the action is set to done. The frequency pattern is used to calculate the new date
from the done date.
Updates
- if you update one of the action in the action panel, the other actions in the series will not be affected;
- if you update by modifying the recurrency details (press the Modify recurrency button), the actions in the series
after the one you are updating will be modified or deleted/re-created if you change any of the fields affecting the frequency;
- To stop a recurrency, either enter a maximum number of occurences (if you know it) or an end date. If you use the Delete
button, it removes all recurrency information on the actions but does not delete any already created actions.