How to create a recurring task in Zoho Projects

I am sure that there are thousands of people who like me do the same thing over and over again, with a repetition that you could set your time to…. Why are we doing it manually when there is a way for the system to tell us it’s time to do it again? That’s right, Zoho Projects can create a task for you at specific increments in time so that you don’t have to remember that in the middle of the month, you need to chase someone for something. Let’s discover this lovely feature together.

My scenario

I have several clients with whom I need to catch up and discuss where a project is and what is due next and in the near future. As I have a project all set up for this it seems absolutely daft to go to another application of a calendar to set up reminders. So for each client, the time may be different, but all I have to do is set up a recurring task with the time scale in to remind me, or even send an email all by itself.

Setting a reoccurring task

Here is a very simple project example.

The 4^th stage is the monthly invoicing task, which needs to be completed by the 16^th of each month.

• Click on the View button when it appears to enter the task.

This task window looks like this.

Above is the task with hardly anything assigned as yet.

• Look towards the bottom right of that window and you will find the Recurrence section.
• Click on the dropdown arrow on the right to open the text.

Here is the new window.

In the recurrence section you have three options on the right and three settings that can be set.

Recurrence Frequency

On the right of this title you will find the word None. Click on the dropdown arrow to expand the selection.

The default setting is None.

You can choose a, daily, weekly, monthly or yearly recurrence.

Once Every

This next part is allowing you to set the intervals you need.

So if you had set daily in the previous section, you now can set a recurrence for every other day, or every 7^th day. You can only select up to the number 15.

End After

Here is where you can state that you only need to have this happen up to 30 times. You also have the ability to say that it never ends.

Review your settings.

• Select the [Done button].

As soon as the first occurrence is complete Projects creates the next task for you, adding it to your task list.

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