Expense Reimbursement Reoccurring Task

[Jason_Woods]

Hi,

Anyone got any ideas on how to best structure a Reoccurring Tasks with multiple subtasks.

I have to submit my Expense Reimbursement by the 10th of every Month and have a number of subtasks under that;

• Get invoices from Hotel
• Create and Update Spreadsheet
• Submit Invoice.

I have currently setup as follows;

Now ultimately I would like to have the task setup as follows;
Main Task Due 10th of the Month.
Sub Task 1 - Due 1st of the Month
Sub Task 2 - Due First Friday of the Month
Sub Task 3 - Due 8th of the Month

Now if I set the subtasks as reoccurring then they reoccur within the Main task and then duplicate.
If I don’t make then reoccurring but set a due date, when the Main Task duplicates those task as set to a date in the past making them overdue.

Anyone come up with a way to resolve this.

Hopefully I have made sense…

Jason.

[Alexis]

@Jason_Woods I think this thread and @LenSantos’s suggestion may have your answer. Please let us know if this addresses your needs or if you have specific follow up questions and we’ll be happy to help!

Subtask assigned and due before a task

It’s almost what I expected it to be. The only difference is that, your subtasks are recurring. The only solution I can think of is to separate them into two different tasks, instead of the other being a subtask. [image] [image] [image] After completing both, it will look like this: [image] Perhaps you can leverage on tags to have more information (e.g. year and month so it’s easier to see which pairs are for which month)

[Jason_Woods]

Thanks @Alexis for the suggestions.