Set up recurring tasks

Some work never finishes, it just comes back: the weekly status report, the monthly invoice run, the daily standup notes. A recurring task is a normal task with a repeat rule attached; Onplana then creates each new copy on schedule so nobody has to remember to.

Set a repeat rule

1. Open the task and find the Repeat dropdown. Choose Daily, Weekly, or Monthly (the default is No repeat).

2. Set the interval in the Every field: every 1 week is weekly, every 2 weeks is biweekly, every 3 months is quarterly. The interval can be anything from 1 to 99.

3. Optionally set an End repeat date. Once that date passes, no further copies are created.

4. Make sure the task has a Due date. The repeat schedule is anchored to it, and a recurring task without a due date cannot generate occurrences.

How the copies behave

• Each new copy is created automatically shortly before it is due (within a day of the next due date), arriving as a fresh To Do task at 0% progress.
• The copy inherits the original’s title, description, priority, assignee, and estimated hours.
• If the original has both a start and a due date, the copy keeps the same gap between them.
• The next occurrence is always scheduled from the most recent copy’s due date, so the rhythm stays steady.
• Copies are independent tasks. They do not carry the repeat rule themselves, so completing, editing, or deleting one copy never affects the series. The rule lives only on the original task.

Note

Subtasks cannot repeat; the Repeat control only appears on top-level tasks. If a recurring item needs a checklist, put the checklist in the original task’s subtasks and it will be part of the pattern you maintain on the original.

Stop a recurrence

Either set an End repeat date in the past or switch the Repeat dropdown back to No repeat on the original task. Copies that were already created stay where they are.

FAQs

Why hasn’t my next copy appeared yet? Copies are generated close to their due date, not far in advance. A monthly task due on the 30th will not show its next copy weeks early; it appears within a day of when it is due.

What happens if I never complete a copy? The series keeps its schedule regardless. Occurrences are based on due dates, not on completion, so a skipped week does not delay the next one.

Can I change the assignee for future copies? Yes. Edit the original task (the one carrying the repeat rule); future copies inherit whatever it says at the time they are created. Copies that already exist keep their current assignee.