Recurrence Settings for Weekdays
building now
r
robc528
I'm trying to set up recurring tasks for either the first weekday or last weekday of the month.
I've tried using the "By Week" settings but I end up with 5 occurrences of the same task. For example if I need the last weekday of the month and it falls on a Thursday, the task will start to recur on the Friday before.
Please help!
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Zach - ClickUp
Merged in a post:
Specify a business day of the month when setting repeated tasks
Johnson Ho
Can the repeated be counted on say 5th Business day of the month (not counting weekend and US Holidays) rather than just 5th day of the month?
Zach - ClickUp
Merged in a post:
Recurring Tasks Based on Business Days
J
Jon Morris
Right now the options for recurring tasks are day of week, or specific date on a calendar month.
Having recurring tasks based on the number of business days from the beginning or end of the month would be great. For example, a recurring task on the 10th business day of the month
Zach - ClickUp
Merged in a post:
repeat task - start every n-th working day
Guido Hulscher
When I do repeat tasks, I often want to start on the first working day of the month, my next subtask on the third working day etc. I'd really love to see that as an option when creating recurring (sub)tasks.
Zach - ClickUp
Merged in a post:
Recurring tasks on workdays
Fredrik Hed
Some tasks are due on workdays only. Would be great to set recurrence on first workday of every month etc.
Zach - ClickUp
Merged in a post:
automatic return task “first business day of the month”
C
China Sluijter
The “first business day of the month” option (i.e. automatically the first Monday to Friday, depending on how the month starts) is not yet available by default. You can choose the first Monday, but not automatically the first working day if it's a Tuesday, for example. For tasks that come back, this would be nice! Otherwise, tasks will arrive on a Sunday on the next day of the month or next Monday of the month will only arrive in the second week of the month.
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Troy Johnston
Zach - ClickUp Hi Zach, if looking at recurring tasks... When can we expect Agents to have visibility to recurrence settings? Right now our agents can only tell if a task is recurring (Yes/No) but are unable to examine the individual recurrence detailed settings. This would be extremely valuable to have that metadata exposed to the agent so they can (i) read it (& report back to us) and then potentially (ii) update or modify it.
Zach - ClickUp
updated the status to
building now
A first look at recurring tasks, redesigned 🎉
We’re making recurrence easier to set up and understand, with a readable summary you can click to edit and new options for the first, last, or Nth business day of the month (Monday through Friday, without holiday exclusions).
Watch the before-and-after video below, and tell us: Would this cover your recurring-task setup, or is something still missing? This is a preview of what we’re working on but it should ship within a few weeks.
Barb
Zach - ClickUp The video looks good. The bigger problem with recurring tasks is that you have to turn off the recurrence. Make changes. Turn the recurrence back on. Intuitively if you change the date or time you expect the recurrence to keep up.
Mara
Zach - ClickUp To be sure, how would it react if you move it in the calendar or planner? And what if you are not in the Planner or Calendar and you want to change one occurence.
For example: task is set every month on monday from 7 to 8, but you want to move it the day after from 3 to 4 for this month, without changing the recurrence.
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Troy Johnston
Zach - ClickUp
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Troy Johnston
Barb that used to be what you had to do. However the new Sync Recurrence to Due Date eliminates this. However you have to remember to switch it off when done with your edits to the entire sequence (if you want future edits to only affect the next scheduled task and not the entire set)
Zach - ClickUp
Merged in a post:
Last business day
K
Kylee Margritz
We want to be able to pick:
"Last BUSINESS day of the month" not just last day.
Zach - ClickUp
Merged in a post:
Schedule recurring tasks by "business days"
J
Jacob Burton
It would be great to be able to schedule a recurring task based on business days. For example - a task that needs to be completed on the first business day of each month.
Zach - ClickUp
Merged in a post:
Set up Recurring Task on first / last workday each month
Bingqing Zhao
It would be perfect if due date of a recurring task can be set up as first / last workday of each month. In TickTick there is the option for workday and this makes the recurring schedule very flexible.
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