Lesson 2: Add Recurring Tasks


Besides entering regular (single) tasks in your project, you can also add recurring tasks to be part of the tasks list.

Recurring tasks might come handy if you have in your project a task that will happen every couple of days or every month. However if you have a repeating task that isn't on a regular schedule, you need to create a separate task for each occurrence. Therefore, if a task repeats at set intervals, enter it as a recurring task. If it does not repeat at set intervals, enter it as a regular task every time that it occurs. For example, attending a monthly project debriefing or generating a quarterly project report is considered a recurring task. No one wants to create all the tasks for the monthly debriefing in a project that will take a year to complete. Instead, you can designate the recurrence, and Project Plan 365 automatically creates the 12 tasks for you.

To add a recurring task, point to the Task tab, click the bottom part of the Insert button and then click on Recurring Task option.


After doing this, a Recurring Task Information dialog will appear from where you can introduce the recurrence specific information.


When you create a recurring task, Project Plan 365 automatically renumbers the task IDs and puts a recurring task indicator in the Indicators column.

image003.gif  Practice

    1. To the previously created tasks list, add a recurring task called "Team meeting and discussion with partners" before task with ID = 25 (Foundations), designating a team meeting event. The task has a duration of 2 hours, it takes place 3 times every 2 weeks on Wednesday and it starts on 2 January 2017. To do this, select Foundations task, go to the Task menu, click on Recurring Task option under Insert button and specify the required information in the Recurring Task Information dialog as below:


         You should obtain a recurring task like below. Notice that the recurring task was inserted above the selected task called Foundations:


      In the right side of Gantt Chart notice the taskbars displayed for the recurring tasks.

     2. For the newly created recurring task notice the indicator displayed in the Indicators column. If you hover over this icon, a tooltip, containing information about the recurring task, will be displayed.




image003.gif  Video

       If you prefer to see things in action, rather than reading text, watch out this video, which covers some of the topics from this section.