Plan ahead by creating tasks that repeat when they are completed. The new due date is set based on the criteria you select. You can use this feature on all standard tasks or default matter tasks in Matter Plan Builder.

This process sets a task to repeat when it is completed. This creates a single task each time the task is completed until you set the task to no longer repeat with the (Task Closed) option.

Example: Let's say we have a "Contact Client" task we want to repeat ten days after the previous time it was completed. Set the task to repeat with the "After date completed" option and a Recurrence Interval of 10. When this task is completed, the same task is created and set to be due ten days later. This will continue until you change this to (Task Closed).


1. Create a new task or edit a default matter task.

2. In the new or edit task window, locate the Repeat Rules section. In the Repeat This Task field, select when the new due date will be calculated or set this task to no longer repeat: 


After due date - When you complete the task, the new due date is set relative to the old due date. If you set a recurrence interval of three, the due date of the new task will be three days after the old due date.
After date completed - When you complete the task, the new due date is set relative to the completion date. If you set a recurrence interval of three, the due date of the new task will be three days after the completion date.
(Task Closed): Use this setting to stop repeating this task upon completion.

 

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3. In the Recurrence Interval field, enter the length of time in days the new due date will be set after the completion of the previous task. Each time the task is completed, the same task will be created again with a new due date based on the Recurrence Interval amount.

In this image, the new due date will be set ten days after the task is completed:

tasks2.png

4. Save the task.

 

Cancel Repeating Tasks

Tasks will repeat until you manually update the Repeat This Task field to (Task Closed).
 

Additional considerations

Updating the recurrence interval on a live task will not affect the current task. Once the current task is completed, the new task will reflect the updated recurrence interval.

• You cannot set a task to repeat if the task is apart of a recurring series of tasks. You can use one feature or the other.


Additional articles:
Matter Tasks Overview





 

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