Recurring tasks
Last updated
Last updated
Moment offers an opportunity to setup recurring tasks to organize your work. Recurring tasks can be used when different tasks need to be performed on a repeating basis, month after month, week after week, or year after year. By default, Moment will only have a specific amount of open tasks in a task sequence at the time.
New tasks on the sequence are created once old tasks are closed.
In order to set up recurring tasks, you need to enable them in your tasks settings. Go to Setup > settings > general > tasks and enable this option:
Enabling this will enable a new set of options in your existing tasks:
Whenever you click on "Make this task recurring", you will be offered a set of options to configure the way in which this task will repeat itself.
A due date is required in order to make a task recurring
In the next section we will split these settings into "basic" and avanced" settings
Recurring period: refers to the total length of time in which the task will repeat itself. For example, if a project is setup with a length of 24 months, then it means that the task will repeat itself at certain intervals within those 24 months. In this case, the simplest way of doing this, will be to set an "until date".
You can also decide whether you wish the task to repeat itself either on a due date or on a specific date. MAX refers to the amount of repetitions of one task that can be open at any time.
Due date repeats every: refers to the specific dates on which new tasks will be created. For example, for a monthly recurring task will repeat itself every 1 month, on a specific date. In this case we have set this to be the first of each month.
Template task: shows the name of the original task from which all others will be copied
Title for new tasks: Here you can choose another title for the tasks created in this sequence, or keep the title from the original task
Move due date to: This settings allows you to change the due date to a different working day. This is useful if there is a chance the due date for a task falls on a non-working day.
Set internal due date: Allows to move the internal due date of a task forward in time from the "external" due date
Move internal due date to: Allows you to move the internal due date if necessary (next or previous working day)
Set start date to: this descides how many days before the due date the start date will be set. Can be seen as the amount of days available before the task is completed
Move start date to: Same as similar other options. Can move the start date to next or previous working day.
Move period with: Here you can decide if the task period will be different from the due date month. For example if a task needs to be done in January, but the due date is in February then the option should be set as "-1" in the corresponding box
Once you have set up your task. A new field will appear within the task you have created. Here we will explain the properties of this field:
The area marked in green represents the core properties of this specific repeating task. It includes the next due date, the amount of tasks opened at the same time, and it also shows what the original template task is.
The area marked in red has hyperlinks to the rest of the opened tasks in this sequence- The task marked with a star, represents the original or "template" task.
If you want checklists and routines to follow a sequence of recurring tasks, you need to remember to add them to the template task BEFORE the sequence is created. These are not added retroactively.
In the project's main page, it is possible to add a specific date from which no other new recurring tasks will be created. This is useful, if for example the customer on the project ends the project on a specific date- This functionality will keep old tasks, but at the same time stop Moment from creating new tasks once the older tasks are closed. This will overwrite general rules on a specific task template, so it is a tool used mainly to create exceptions
If you want to see how the recurring tasks you have created look in the taskboard, you can click on the taskboard of the project, select "standard view". For example, if the tasks are monthly and due more than 30 days ahead of time, they will appear one after the other in the corresponding tab:
You also have the possibility to display extra information for each task in the taskboard. To see extra information regarding the specific tasks, click on the cogwheel on the top right corner:
This will allow for a new filter that displays more info on each task, like this:
It is also possible to add files to specific tasks. Usually, you will be able to discern between which task in the current repeating sequence the files will be added to:
"Attachments for this task" refers to files that are relevant for the specific iteration of this sequence of tasks, that is, the specific task you are working on. These files will not spread to other tasks in the sequence.
"Attachments for all recurring tasks" refers to files that will be added to all the tasks in the sequence.
Once the file has been uploaded you will be able to see who uploaded it, filename and date for upload. You will also be able to tag the file if necessary:
When you click the "edit" botton (marked in green in the picture above) a new modal will appear. This modal allows for some more functionality. In here you can move the file to a specific task in the sequence. You can also show to display the files that have been uploaded earlier.
Whenever you close a task, Moment will create a timestamp that shows when the task has been closed. This information will be relevant if you need to keep documnetation regarding whenever tasks have been closed. This information will be available both on the task and on the task report.
In the task itself, this will be displayed in the changelog at the bottom right.
