Any task you create in Highrise can be repeated when upon completion. This can be useful if you need to keep in touch with a contact every two weeks, every three months, or every year.
There are seven different recurring time frames you can associate with a task.
1. Every day
Task will repeat every day from date completed or originally due.
2. Every week
Task will repeat every week from date completed or originally due.
3. Every two weeks
Task will repeat every two weeks from date completed or originally due.
4. Every month
Task will repeat every month from date completed or originally due.
5. Every three months
Task will repeat every three months from date completed or originally due.
6. Every six months
Task will repeat every six months from date completed or originally due.
7. Every year
Task will repeat every year from date completed or originally due.
Once you choose your time frame, you have two options to choose how to schedule the next task:
1. Time Completed
The task will be scheduled based on its completion date and time. This means even if the task is completed before or after its due date, the next task is scheduled based on the completion date.
2. Original Due Time
The task will be scheduled based on its original due date and time. This ignores when a task is completed, and only schedules the next task based on its original due date.
For example, let's say you schedule a task that's due Friday, August 19 at 5pm and choose to repeat it every week from the Time Completed.
If you complete the task on Thursday, August 18 at 3pm, the task will be scheduled for the following Thursday, August 25 at 3pm.
Now, you schedule the same task to repeat from the Original Due Time. If you complete the task on Thursday, August 18 at 3pm, the task will be scheduled for the following Friday, August 26 at 5pm.
If a recurring task is overdue, when its completed, Highrise will attempt to reschedule it for a due date in the future.
For example, let's say a task's original due date was in the past (August 4, 2016) and it's scheduled to repeat weekly from its original due date.
If you complete that task today (August 17, 2016), Highrise won't schedule the task for August 11, 2016 because that date is in the past.
Highrise will recognize the date is in the past, and schedule the next task for August 18, 2016.
However, if a task is more than 6 occurrences behind, Highrise will schedule the recurrence in the past.
For example, if our recurrence of the task above was daily instead of weekly, Highrise would try to reschedule the task 6 times and still end up in the past. The new task would be scheduled for August 10, 2016.
If you snooze an overdue recurring task that is scheduled from its original due time, Highrise will keep the task's original due date.
If you choose to reschedule the existing task from the date picker, Highrise will use the rescheduled due date as the original due date moving forward.
Read more on on snoozing tasks here.
Yes. When the next task is created from a recurring task completion, this task always has a specific due date and time.
This is even true if you schedule a task for
Later and choose to have it repeat when completed. The next scheduled task is created according to the frequency from the actual time the original task was completed.
For example, if a recurring monthly task is due later and it's completed at 3:15 pm today, the next scheduled task will be due a month from today at 3:15 pm.
See all articles about Tasks