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Recurring tasks
Recurring tasks auto-generate the next instance when the current one is completed, so repeating work doesn't need to be created manually each time. The recurrence pattern, assignee, description, and subtasks all carry over to the new task automatically.
How to set up a recurring task
- Open the task you want to make recurring, or create a new task.
- Open the task detail page by clicking on the task name.
- Find the recurrence setting on the task detail page.
- Choose a recurrence pattern. The available options are:
- Daily: repeats every day.
- Weekly: repeats on specific weekdays you select (e.g., every Monday and Wednesday).
- Monthly: repeats on a specific date (like the 1st or the 15th) or a relative position (like the last Friday of each month).
- Yearly: repeats once a year on the same date.
- Custom interval: repeats every X days, weeks, or months (e.g., every 3 days or every 2 weeks).
- Save the task. The recurrence rule is now active and will generate the next instance when the task is completed.
How the recurrence cycle works
- Mark the task as complete. Check the task off from any view (list, board, or detail page).
- Plutio creates the next instance automatically. The new task copies the title, description, assignee, subtasks, and custom field values (including priority if you track it as a custom field) from the completed task.
- The due date is calculated from the recurrence pattern. A weekly task completed on Tuesday gets its next due date set to the following Tuesday. A monthly task set for the 15th moves to the 15th of the next month.
- The completed task stays in your task history as a finished item. The new task appears in the active task list, ready for the next cycle.
Common uses for recurring tasks
Recurring tasks work well for any repeating work: weekly reports, monthly invoicing reminders, daily standups, quarterly reviews, and repeating client deliverables. Because the recurrence carries over all task details, each new instance arrives fully configured and ready to work on.
