How to set a recurrence for a task
TL;DR: Set weekly, monthly, quarterly, or yearly recurrence on any task by opening the Start / Due date field and configuring the Repeat options. You can also link recurring task start dates to client date fields for client-specific deadlines.
Who can do this
Users with permission to create or edit tasks
Users with access to task templates or client task plans
Set up basic recurrence
Create a new task or open an existing task (recurring tasks are added the same way as one-time tasks).
Select the Start / Due date field.
In the date picker, locate the Repeat section.
Choose a recurrence pattern: Weekly, Monthly, Quarterly, or Yearly.
Save the task.
Custom recurrence
For more control, select Custom from the Repeat section, or select Add recurrence.
For monthly, quarterly, and yearly recurrences, you can choose whether the recurring task should appear on the dashboard before or after days off (weekends and public holidays).
Monthly recurrence
By default, Uku sets the recurrence to start from today. Change the start date using the calendar. If you select a past month as the start date, tasks can be created retroactively. If you set a future start date, no task will be created for the current month.
Weekly recurrence
Select the day of the week the task should appear on your dashboard. You can also set an interval -- for example, setting the interval to 2 makes the task appear every other week.
Note: Weekly recurrence cannot automatically shift to a different day if the selected day falls on a public holiday. You will need to reschedule such tasks manually.
Quarterly recurrence
The default start time is the day of the current month. You can change the month and date using the calendar.
Yearly recurrence
Select the required month and day using the calendar.
In addition to the start date, you can set a due date for recurring tasks. Read more about setting a deadline.
Start recurring tasks based on client date fields
When recurring tasks need to follow a specific client deadline (such as year-end, payroll date, annual report, or AML requirements), you can link the task start date to a client date field.
Open the recurring task settings.
In the start date options, choose Custom.
Select which client date field the task should start from.
Select Save.
Important: After setting up recurrence, define the Repeats from date (by default, this is the first day of the current month). From this date onward, the recurring task will be created. The Repeats from date is especially important to review if you set the task start date earlier than today and want the task to be created retroactively.
Troubleshooting
Q: The recurring task was not created for the current period.
A: Check the Repeats from date. If it is set in the future or after the current period, tasks will not be generated until that date is reached.
Q: Tasks are appearing on weekends or holidays when they should not.
A: For monthly, quarterly, and yearly recurrences, ensure the "before" or "after" days-off setting is configured. Weekly recurrences do not auto-adjust for holidays -- you must reschedule those manually.
Q: I set a past start date but no retroactive tasks were created.
A: Verify that the Repeats from date covers the past period you need. Tasks are only created for periods on or after the Repeats from date.
Q: The recurrence interval does not seem to work correctly for weekly tasks.
A: Confirm the interval value in the Custom recurrence settings. An interval of 1 means every week; an interval of 2 means every other week.