September 22, 2023
How to
#tasks #time-blocking

How to set up recurrent tasks

Marketing @ Morgen

You likely have tasks that repeat on a regular basis and at predictable time intervals. Whether it’s monthly reporting, bi-weekly sprint planning, daily zeroing your inbox, or simply remembering to call Mom on Sundays, we all have repetitive tasks to remember.

Rather than creating a new task for each occurrence, you can set up recurrent tasks in your calendar.  Note that time blocking and scheduling tasks in your calendar is a premium feature and is available with a Morgen Pro subscription.

Setting up recurring tasks in Morgen

Since recurring tasks are those things you need to make time for each time they come up, recurrent tasks are set up in your calendar.

Start by scheduling the first instance of the task in your calendar. This can be done by dragging a task from your task list, creating a new one directly from the calendar, or, from the command bar. (Learn more about scheduing tasks in Morgen here.)

Once you’ve created your task, enter details for the recurrence pattern next to Repeat in the task widget. You can select a frequency from the dropdown menu or, type the recurrence pattern in the open field.

You can also identify how many instances of the tasks are scheduled or if they should repeat indefinitely.

Here are some examples of common recurrence patterns and what to type:

  • Daily: every day
  • Daily at 8am: every day (no need to specify the time since that is set by its placement in the calendar)  
  • Daily on weekdays/workdays: every week > select the days you want
  • Weekly: every week
  • Every Friday: every week > select Friday on the day picker
  • Every weekend: every week > select the days you want from the day picker
  • Monthly: every month
  • Every second Thursday: every 14 days
  • Every 1st of the month: every month > select the date from the date picker
  • Yearly: every year > pick the month

Rescheduling a recurrent task

You can always reschedule an instance or all instances of recurrent tasks. Simply drag and drop the scheduled task elsewhere in your calendar or open the task details to update the timing.  

You will then be asked whether all instances of the task or just this one should be updated.

Managing notes

Each instance of a recurrent task is considered a distinct entity. This means that if you have notes in one instance, those notes will not be applied to other instances. In this way, you can add specifics for that particular session, and they won’t copy elsewhere.

Similarly, when you mark one instance as complete in your calendar, future instances will remain unchecked so you know when it’s time to tackle those tasks again.

Some people like to have a template for each recurrent task. If that is the case, we recommend creating a task in your task list with the template notes that you can refer to anytime. If you have a lot of these types of tasks, it might help to have a list in Morgen tasks called Recurrent Task Templates.

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