Manage Repeating Tasks

For how repeat configuration works and when instances are created, see [[4.13-Repeating-Tasks]].

Open the Recurring Task Dialog (add or edit)

From a task: Open the task (click it so the task detail panel opens on the right). In the panel, find the Repeat row (repeat icon and "Repeat" label). Click the add (plus) or edit (pencil) control on that row. The dialog opens with the title Add Recurring Task Config (new) or Edit Recurring Task Config (existing). Only main tasks (not subtasks) and non–issue-linked tasks show the Repeat row; tasks imported from Jira or Git cannot be recurring.

From the scheduled list: Go to the Scheduled tasks page (e.g. via Shift+S or the Go to scheduled tasks shortcut). In the Recurring Tasks section, each recurring task is shown as a card. Click the card (the line with the repeat icon and the recurrence text) to open the Edit Recurring Task Config dialog for that configuration.

You can also open the dialog from a repeating task instance or from a repeat projection on the Schedule or Planner (e.g. by clicking the repeat icon or the event).

Create a New Repeating Task

1. Open a main task (not a subtask, not from an issue) and open the Repeat row in the task detail panel (see above). The dialog title is Add Recurring Task Config.
2. Enter the Task title (or keep the task’s current title, which is often pre-filled).
3. In Recurring Config, choose a quick setting:
   • Every day
   • Every Monday through Friday
   • Every week on <weekday> (e.g. every week on Wednesday)
   • Every month on the day <date>
   • Every year on <day and month>
   • Custom recurring config — then use the extra fields (see below).
4. For Custom, set:
   • Recur every — number (1–1000).
   • Recur cycle — Day, Week, Month, or Year.
   • Schedule type (only for intervals > 1): Fixed schedule (every X from start date) or After completion (X after I finish).
   • Start date — when the pattern begins (required).
   • For weekly cycle: check the weekdays (Monday–Sunday) on which the task should recur.
5. Optionally set Tags to add (chip list).
6. Optionally set Scheduled start time (e.g. 15:00; leave blank for all-day). If you set a time, Remind at appears — choose when to be reminded (e.g. when it starts, 5 minutes before).
7. Optionally set Default Estimate (duration). Order (number) controls creation order when several recurring tasks are created at the same time; see the field description in the dialog.
8. In the advanced section: Default notes, Inherit subtasks (copy subtasks from the latest instance to the next), and, if inherit is on, Disable auto-updating subtasks (do not update inherited subtasks when the newest instance changes).
9. Click Save. New instances are created according to the pattern when you open the project or the app.

Add a time and Reminder to a Repeating Task

1. Open the recurring task config (task detail panel → Repeat, or scheduled list → click the recurring task card).
2. Set Scheduled start time (e.g. 15:00). Leave it blank for an all-day task.
3. When a time is set, Remind at appears. Choose an option (e.g. when it starts, 5 minutes before it starts).
4. Click Save.

Set a Default time Estimate for Instances

In the recurring task dialog, set Default Estimate (duration). New instances will use this estimate unless you change it per task. Click Save.

Add Tags to a Recurring Task Configuration

In the dialog, use Tags to add to add one or more tags. New instances will have these tags. Click Save.

Inherit Subtasks in New Instances

1. Open the recurring task config.
2. Enable Inherit subtasks. The description explains that subtasks from the most recent task instance will be recreated with the recurring task.
3. Optionally enable Disable auto-updating subtasks so that when you change the template subtasks on the newest instance, existing instances are not updated automatically.
4. Click Save.

Edit a Recurring Task Configuration

Open the config (from the task’s Repeat row in the detail panel, or from the Recurring Tasks section on the scheduled list by clicking the card). Change Task title, Recurring Config, Start date, weekdays, Scheduled start time, Remind at, Default Estimate, Order, Default notes, tags, or inherit options. Click Save.

Delete a Single Instance (e.g. “today only”)

1. Open the Edit Recurring Task Config dialog for that recurring task (e.g. from a task instance or from the scheduled list).
2. If the instance for today (or for the date you opened from) can be removed, a button appears: Remove today or Remove for <date>. Click it to delete only that instance. The repeat configuration and other instances are unchanged.

Delete the Entire Recurring Task (stop All Future instances)

1. Open the Edit Recurring Task Config dialog.
2. Click Remove. This removes the repeat configuration. Future instances will no longer be created; existing task instances remain until you delete them separately.