Set-up recurring Tasks on specific days of the month
Being able to set recurring tasks start date on the first//second/last X day of the month.
A firm that works Tue-Wed-Thu, would like to be able to set the start day of their monthly recurring tasks on the first Tuesday of the month, or the last Wednesday of the month.
AdminAndrea Chacin
(Customer Success Manager, SMB, Canopy)
shared this idea
-
Kelly Brennan-Kleyn
commented
This is so important.
-
Melissa Burkholder
commented
I would like to see task recurrence by start date! I don't understand why this isn't an option. Seems pretty straight-forward to me.
-
Kevin Boog
commented
This is extremely important. So we have a task setup for 1099s, we have to enter a due date that is not setup to recur the first of each year. So when we enter 1/31/25 as the due date and for the task to recur 30 days before the due date next year we will get the correct task setup for 2026. The problem is when we setup a new client task in 2028 it will create projects for 2026, 2027 and 2028. So then we have to delete the old projects and possibly update the due date on the project each year, this defeats the purpose of the automation! IF you change the due date before it is schedule to be recreated, it doesn't create the following year's task.