You can get really specific about when you want a task to repeat, and how often, when you set up custom recurrences for your repeating tasks.
Set complex repeat patterns
Let’s say you need to complete your annual budget review by the first Monday in September. To set a repeating task for this, use a custom recurrence pattern.
First, set the due date for your task. In this case, Monday, September 6th.
Then, open the repeat dropdown menu and choose Custom.
This window lets you set the rules for your recurring pattern. If you want to complete your budget on the first Monday of September, instead of setting the task to repeat annually, set it to repeat every 12 months.
Then, you can select whether you want the task to repeat on the exact day (the 6th of September) or on every instance of that day (every first Monday).
You’ll see a brief summary of the repeat pattern at the bottom of the window. Click Set custom repeat when you’re finished.
Set tasks to repeat from date completed
In addition to letting you set complex repeating patterns, the custom recurrences menu has an option to generate the next instance of the task based on the date they’re due or the date they’re actually completed.
This means when you’re a little late on changing the oil in your car, the task will repeat three months from when you actually got it changed and marked it complete, instead of 3 months from when you were supposed to change it.
Set subtasks to repeat
Using subtasks can be great when you have a project that regularly occurs and has more than one step, such as a newsletter with multiple components that goes out every month. When you mark a top level task complete, the subtasks will NOT regenerate with the next instance of the task.
Instead, use subtasks to break up the work, then set those subtasks to repeat. Mark them complete while leaving the top-level task alone. This ensures the list of tasks to complete for your monthly newsletter will automatically regenerate for the next month.
Start by setting your top level task and create subtasks for each item that needs to be completed.
Set the due dates for each subtask and set each of them to repeat monthly.
As you complete your work, mark the subtasks complete, but leave the top-level task alone so it can act as a placeholder.
When you mark each repeating subtask complete, a new one will be automatically generated for the next month under the top level task.
👉Pro Tip: If you’re working on the same project in multiple different queues, use templates to save yourself precious time and clicks.