Setting tasks to repeat with no due date, and using periodically for repeat tasks

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1

Hi,

I was wondering if it was possible to have a task that has no due date, but once it is marked as complete, it then pops back up again as an outstanding task with no due date.

The reason I ask is because I am setting up tasks that get completed every so often, however when is totally random and they do not have any due date, or regular frequency.

I almost want it as a placeholder for my employees to see it is there, update the fields when they complete it, and then have it pop back up again so I don’t lose the placeholder for it without having to recreate the task.

A second question just because I found an old post on it which didn’t have any resolution. When setting a task to repeat “periodically”, there is only up to 30 days to choose from. This differs from creating a task to repeat every week, month, or year. If my due date is 8/1/23, and I set it to repeat monthly, and I complete the task on 7/28/23, the next due date is 9/1/23.
Using “periodically” and 30 days after completion, this same task would be set to repeat 30 days after the 7/28/23 completion, so 8/28/23.
My question here is why are we maxed out to set “periodically” at 30, it should go to 365 days to encompass a full year.

Thanks!

2

@Scott_Leible I’m not entirely sure I understand your use case - a task that gets completed only to be marked incomplete again? Or do you mean to create a copy of the task when the “original” one is completed?

Have you considered using a rule? If it’s the former, I imagine the condition would be when a task is completed → set the completion status to incomplete. If you want a copy, you can set the action to → create task, and that becomes your new “copy”.

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3

This is helpful and on the right track, but not sure if its the solution.

So say I have (3) tasks. Task 1 and 2 are set at every 3 months.
Task 3 has no due date, but it is what id say a placeholder for that task. Meaning whenever it does get done, they would complete it, but I want a new one to pop up as a placeholder for it. Basically so they don’t have to recreate this task next time they go to do it, whenever that may be. If that makes sense?

4

Can I set that rule up for individual tasks?

5

You could put it in its own section (labeled ‘Repeating Tasks’ or some such) and put thr rule on the section

6

@Scott_Leible,

If you’re on Business or Enterprise, you could create a “Needs placeholder” single-select custom field with a single :heavy_check_mark: value and a rule with two triggers: Marked complete and Needs placeholder is :heavy_check_mark: with an action to create the new task.

Hope that helps,

Larry

7

Thank you, I will try that on Monday.

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