Date Related Tasks allow you to create associate tasks that repeat on a set schedule.
To create:
- Click Associate > Tasks > Mass Tasks Wizard, then click Next.
- Select New Tasks and click Next.
- Select Date Related Tasks at the top. At the bottom, you must define the Recurrence Pattern. This is essentially the schedule for when this task will repeat.
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Daily
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Repeat task every specified number of days, e.g. enter 1 for every day. Also includes option to only repeat every weekday.
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Weekly
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Repeat task every specified number of weeks, e.g. enter 1 for every week, then select which days of the week the task should repeat on.
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Monthly
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Repeat tasks every month, either on a specific date or the first/last day of the month.
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Recurrence End Date
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Tasks will be repeated until this date is reached. Tasks can repeat for up to two years.
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- After setting the Recurrence Pattern, click Next.
- Enter the task Subject and choose the Associate to assign it to. All other fields are optional. Click Next to generate the tasks.
- Once complete, the system will display the number of tasks created. Click Finish to close the wizard.
Example
A task to do a full physical inventory on the last day of every month.
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Task Type
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Date Related Tasks
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Recurrence Pattern
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Monthly | Last Day
End Date: 2 years from today
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Subject
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Perform a Physical Inventory
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Associate
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0 – Any Associate
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Category
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Inventory
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Require Notes on Completion
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Yes
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