Note: We are on the free tier, so I know some options may not be available to me
We have our monthly bills set up as a recurring task. Within those tasks, are the routine subtasks (getting them approved, getting them input into the system, getting checks cut, etc). However, I am running into some problems.
1. Creating a recurring task that has recurring subtasks (with due dates).
After the first month, I now need to check off the subtask twice - once in the original task where the subtask was regenerated and then in the regenerated overall new task. This issue just keep compounding as the months go by
2. Creating a recurring task with no recurring subtasks.
When the task regenerates it keeps the old deadlines, it does not move those dates forward.
3. Creating a (nonrecurring) task with recurring subtasks.
The problem with this is that I continually have to open each task to see if the overall task has been completed for the month rather than just seeing at the outset that the phone bill has been paid.
4. Create each step as a recurring task - without subtasks.
This makes for a VERY cluttered board that is hard to track.
Any help would be appreciated. Right now I am leaning towards using Option 3 because it is less cluttered than Option 4.
I think this is a related question . . . late to the party & I recently noticed that my recurring tasks are creating with the sub-tasks (thus doubling them).
Is there a way to remove this? I know when you manually duplicate a task you can choose to duplicate the sub-tasks.
I’m using recurring tasks for my weekly meetings, and I create sub-tasks as the action items, then multi-home them to the project to actually complete. The following week, I have completely different action items to track. BUT by adding them as sub-tasks to the weekly meeting, I have a better sense of when they were identified.
Many of us use Task Templates for something like this.
You can then create a fresh task for each meeting with no subtasks (or perhaps just a subsection header for your action items), and perhaps offer a default Description with fill-in areas for agenda, notes, etc.