84c7428fed
- Expanded schedule options for recurring tasks, including new intervals for every X days, weeks, and months. - Added future task creation logic to ensure tasks are created within defined limits based on their schedule type. - Updated user guide to reflect new scheduling options and future task creation details. - Improved backend logic for recurring task creation, including batch processing and future limit calculations. - Added environment configuration for enabling recurring jobs. - Enhanced frontend localization for recurring task configuration labels.
60 lines
3.2 KiB
Markdown
60 lines
3.2 KiB
Markdown
# Recurring Tasks: User Guide
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## What Are Recurring Tasks?
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Recurring tasks are tasks that repeat automatically on a schedule you choose. This helps you save time and ensures important work is never forgotten. For example, you can set up a recurring task for weekly team meetings, monthly reports, or daily check-ins.
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## Why Use Recurring Tasks?
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- **Save time:** No need to create the same task over and over.
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- **Stay organized:** Tasks appear automatically when needed.
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- **Never miss a deadline:** Tasks are created on time, every time.
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## How to Set Up a Recurring Task
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1. Go to the tasks section in your workspace.
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2. Choose to create a new task and look for the option to make it recurring.
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3. Fill in the task details (name, description, assignees, etc.).
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4. Select your preferred schedule (see options below).
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5. Save the task. It will now be created automatically based on your chosen schedule.
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## Schedule Options
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You can choose how often your task repeats. Here are the available options:
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- **Daily:** The task is created every day.
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- **Weekly:** The task is created once a week. You can pick one or more days (e.g., every Monday and Thursday).
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- **Monthly:** The task is created once a month. You have two options:
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- **On a specific date:** Choose a date from 1 to 28 (limited to 28 to ensure consistency across all months)
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- **On a specific day:** Choose a week (first, second, third, fourth, or last) and a day of the week
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- **Every X Days:** The task is created every specified number of days (e.g., every 3 days)
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- **Every X Weeks:** The task is created every specified number of weeks (e.g., every 2 weeks)
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- **Every X Months:** The task is created every specified number of months (e.g., every 3 months)
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### Examples
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- "Send team update" every Friday (weekly)
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- "Submit expense report" on the 15th of each month (monthly, specific date)
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- "Monthly team meeting" on the first Monday of each month (monthly, specific day)
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- "Check backups" every day (daily)
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- "Review project status" every Monday and Thursday (weekly, multiple days)
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- "Quarterly report" every 3 months (every X months)
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## Future Task Creation
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The system automatically creates tasks up to a certain point in the future to ensure timely scheduling:
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- **Daily Tasks:** Created up to 7 days in advance
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- **Weekly Tasks:** Created up to 2 weeks in advance
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- **Monthly Tasks:** Created up to 2 months in advance
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- **Every X Days/Weeks/Months:** Created up to 2 intervals in advance
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This ensures that:
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- You always have upcoming tasks visible in your schedule
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- Tasks are created at appropriate intervals
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- The system maintains a reasonable number of future tasks
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## Tips
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- You can edit or stop a recurring task at any time.
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- Assign team members and labels to recurring tasks for better organization.
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- Check your task list regularly to see newly created recurring tasks.
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- For monthly tasks, dates are limited to 1-28 to ensure the task occurs on the same date every month.
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- Tasks are created automatically within the future limit window - you don't need to manually create them.
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- If you need to see tasks further in the future, they will be created automatically as the current tasks are completed.
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## Need Help?
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If you have questions or need help setting up recurring tasks, contact your workspace admin or support team. |