The recurring tasks feature has just been rolled out on all TeamworkPM plans. It's been a top feature request for a long time so we hope you are going to really enjoy it. Whether you want to arrange weekly backups or make sure annual invoices are not missed, TeamworkPM will now keep you on-track. We feel that almost every business can benefit from this feature.
The new "Repeats" tab
When adding or editing a task, there is now a "Repeats" tab available to you once you click the "more" link. The "more" link allows you to show or hide advanced task features per project, keep things nice and simple.
How to use recurring tasks
Let's take an example where we want Ben to check that database backups are working perfectly every Friday.
To create the weekly task, we just set-up the first task as normal – assigned to Ben and due next Friday – then select "weekly" from the repeats tab and click "Add task". Here is the process step by step:
Step 1 - Just set-up the task as normal, set the first due date
Step 2 - Find the repeats tab (look under "more")
Step 3 - Select "Weekly" for "Does this task repeat?"
Step 4 - You can preview the due dates (optional)
Step 5 - Click "Add task" and your task will display as normal, but with a "recurring task" icon on the right. Hovering over this icon will show you all the upcoming due dates for this task.
Managing future tasks
In the example above, let's suppose that Ben is out on annual leave and so you need to get somebody to cover for him. You can do this by clicking the "+" icon to create an instance right now. This is useful if you need to make changes, attach files or comments to the task for a particular date. In this example, if Ben was on holidays we could assign the task to Fiona to cover for him.
Schedule options
You can setup the backup to repeat using any of the following frequencies:
- Daily
- Every Weekday (Mon-Fri)
- On Selected Days... (pick the days)
- Weekly
- Every 2 weeks
- Monthly (you can select either on the same day of the month or a given day of the week within the month (eg. 3rd Friday of the month)
- Yearly
Thanks to all our BETA testers
In it's first iteration, we created hundreds of recurring tasks straight away with the various dates. Our beta testers said that this approach was "unusable". We went back to the drawing board and thought long and hard about the best way to make this work. We talked about adding a filter to the view but then we felt that was just too messy and could cause confusion. In the end, we now create the next task when the current task is completed but also allow a user to create any of the future instances of a task as needed. We feel that this approach is much more usable and straightforward while catering for all business cases. One of our beta testers said "Much better than the previous version and the design of the interface is very beautiful. Kudos!" :) We would like to thank all out beta testers for their valuable input.
See it now
This feature is already enabled in your TeamworkPM account. Give it a go and let us know what you think. If you like this feature, please share the love in the comments below and on twitter – @teamworkpm.