How to use the Recurring tasks Power-Up?
Getting startedRecurring Tasks are a great way to minimize the effort needed to set up work items that need doing periodically - every day, week, month etc.
To make a task pop up into your board on a specific date or dates, you first need to have this task on your board. Fill in all the details needed for this task completion.
Once done, use the context menu of the card (right-click a closed task or top menu icon of an open card) and choose "make recurring":
In the pop-up menu, please choose when this task should appear on your board. You can either use general repetition (daily, weekly, monthly), or use a custom schedule if more precision is needed.
Schedule editingAs this is successfully set up, the task will be moved from the board to the side panel, under "Recurring tasks". Once the time you've chosen for this task comes, this task will appear in the same column, in which it had originally been created.
At the same time, information about the next planned occurrence of this task can be seen and edited in the side "Recurring tasks" panel.
To edit, use the pencil icon, and to stop recurring, please use the "x" mark.
Although the tasks set to recur are hidden on the board until their set time comes, you can filter the board view to see them. This can be done from the filter box - "Recurring". You can make edits to the recurring schedule from this view as well.
Please note, that in order to use the recurring tasks Power-Up, you need to be able to edit cards within this board. For more on this requirement, please read about User privileges in Kanban Tool.