Repeating Actions

Actions can be set to repeat at specified intervals. This has the effect of automatically creating a new action with a due date that is a set time after the preceding action.

The following instructions apply to actions created from both the My Actions and All Actions menus.

Intervals

The following options are available to determine the interval between when actions repeat:

• Daily

  • The action will repeat each day

• Weekly

  • The action will repeat each week, or

  • Each 'x' weeks, where x can be from 1 to 52

  • For weekly repeating actions a specific day of the week is selected i.e. each third Tuesday

• Monthly

  • The action will repeat each month, or

  • Each 'x' months, where x can be from 1 to 12

  • For monthly repeating actions, a specific day of the month (1-28th) or the 'last' day i.e. every 3 months on the last of the month.

• Yearly

  • Once per year on the day selected using the date chooser
     

Adding a Repeating Action

To make an action a repeating action, from the My Actions or All Actions page:

1. Click 'Add New'

2. Enter all Action details as explained in the 'Add Action' section above

3. Click in the Due Date cell
   

   

4. In the popover that appears, select the first day that the action is due - this will be created as the first instance of the action.

5. Click 'Set to repeat?' to open the repeating actions options

6. Select the interval for the repeating action. This will determine when the next action repeats, starting from the date of this action.

7. Click 'Close' to close the date chooser

8. The first action date will now be shown in the cell, as well as a recurring icon as below:
   

   

9. Hovering over the recurring icon will display the recurring details without opening the date popover
   

   

10. Click 'Save' to save the action and assign it to the actionee(s)

Removing a Repeating Action

To remove the re-occurrence from an action, from the Action edit screen:

1. Click with in the Due Date cell

2. In the pop up that appears, click 'Remove repeat'
   

   

   
    When the action is closed, no more will be created

3. Click 'Close' on the date selector

4. Click 'Save'