How to create a recurring task on your planning?
Some tasks have to be done in a recurrent way. To avoid creating it several times, we implemented a recurrence function. The function “Recurrence” will help you in your tasks management as monthly meetings, yearly appointments…This is another possibility that makes this software so user-friendly.
When creating a task, in the window “Task”, click on the button “Recurrence”.
The following window appears:
And here is the visualization on the schedule:
You can delete an occurrence of a periodical task or delete all the series. To do so, select the task and right click on the mouse.
Then, click on « Delete ».
If you want, you can get off a task from its series either to:
- Move it
- Activate a reminder only on this task...
You can extract several tasks from the recurrence: it is useful when a person is off. To do so, click right on the resource and select "Get off the recurrence". Select the period during which you want to get off the tasks from the recurrence.
Careful: The period of time displayed on the screen must include the period during which the resource is off.
Tasks are then independent and you can reassign them to other resources.
If not done yet, download the trial version of planning PME and try it for free.
Do not hesitate and ask for an online demo.