Recurring Tasks

Recurring tasks let you compose a day’s work from existing templates.

Create a rule

  1. Open Document Settings → Recurrence rules and choose Add rule.
  2. In Properties, give the rule a name. Group is optional and defaults to No group.
  3. Open Templates, choose the add icon in the toolbar below the list, and choose a template.
  4. Open Recurrence and choose Daily, Weekly, or Monthly, an interval, and a start date. The end date is optional and inclusive. This tab also contains the Upcoming schedule calendar.

Things to keep in mind:

  • All matching rules with No group contribute tasks, alongside the selected rule from each group. Rules in Archived are ignored.
  • Tasks follow the order of the rules, then the order of templates in each rule’s Templates tab, then the order of items within each template.
  • You can add the same template several times.
  • A missing, deleted, trashed, converted, or empty template blocks the entire day. Fix that source or remove it from the rule. Templates in archived spaces remain available.
  • Nonexistent dates are skipped: a rule for the 31st does not run on April 30, and a fifth Wednesday does not become the fourth.

Review and prepare a day

In a calendar column, if matching rules are found, the preview shows the selected rules in their list order, with their group names when applicable. Click a rule name to edit it. When you hover over it, a Prepare recurring tasks button appears, which you can click to prepare all selected rules in one action.

Once prepared, tasks are independent copies that you can freely edit, reorder, move, or delete. Changing groups, rules, or source templates does not change these copies. Explicitly reapplying adds fresh copies of the entire current program.

If you made a mistake, you can delete the items, but the software will no longer offer a template preview. You can reapply the entire current program through the Command Menu using the Prepare recurring tasks command.

The application does not provide previews for days before the current date.

Advanced use with groups

Groups let you choose between alternative programs for the same day. Within each group, only the first matching active rule contributes tasks.

To create a group, open a rule’s Properties → Group → Add group. Select the same group for the other rules that should be alternatives. Choose No group to remove a rule from its group and make it independent again.

For example, you have tasks to do every day, but on the last day of the month, you want a program that also includes bill payments. Create two rules:

  • Everyday runs daily and contains your usual templates.
  • Last day runs only on the last day of the month and contains all your usual templates plus the bill payment template.

Assign both rules to the same group and place Last day first in the list. On the last day of the month, it replaces Everyday, so it must contain the complete program for that day. On other days, Everyday applies.

If you only want to add bill payments to your usual tasks, groups are unnecessary: keep both rules set to No group, with your usual templates in Everyday and only the bill payment template in Last day. Both rules will contribute tasks on the last day of the month.