How to: Add a recurring task.
Solution:
Select 'Recurring Task...' from the 'Insert' menu and type the desired information.
1) Select the 'Insert' menu and select 'Recurring Task...'. (The Task Series dialog box appears.)
2) Click the 'General' tab and do the following:
a) Type a time period before the end date for the task to start in the 'Default series properties' group.
b) (Optional) Select the 'Mark as done after date' check box to have tasks automatically marked after the end date.
c) Type a Task description in the 'Description' box.
EXAMPLE: Feed the fish.
d) (Optional) Select a project by clicking on the down arrow in the 'Project' box.
NOTE: Select a project only if the task is related to that project.
e) Type the task priority by clicking on the up or down arrow in the 'Priority' box.
f) (Optional) Select the 'Reminder' check box to set the reminder.
g) (Optional) Select the 'Private' check box to make the task private.
3) Click the 'When' tab and do one of the following:
a) Select the 'Daily' radio button from the 'This occurs' group.
1] Type the recurring days in the 'Daily' group or use the up or down arrow to select the days.
2] Type the effective date in the 'Duration' group (or click on the down arrow to select from a calendar).
3] (Optional) Select the 'Until' box and type the date the recurring appointment ends (or click on the down arrow to select from a calendar.)
b) Select the 'Weekly' radio button in the 'This occurs' group.
1] Type the recurring weeks in the 'Weekly' group or use the up or down arrow to select the weeks and select a day for the appointment.
2] Type the effective date in the 'Duration' group (or click on the down arrow to select from a calendar).
3] (Optional) Select the 'Until' box and type the date the recurring appointment ends (or click on the down arrow to select from a calendar.)
c) Select the 'Monthly' radio button in the 'This occurs' group.
1] Select the recurring day from one of the radio buttons in the 'Monthly' group.
2] Type the effective date in the 'Duration' group (or click on the down arrow to select from a calendar).
3] (Optional) Select the 'Until' box and type the date the recurring appointment ends (or click on the down arrow to select from a calendar.)
d) Select the 'Yearly' radio button in the 'This occurs' group.
1] Select the month and the day for the recurring appointment in the 'Yearly' group.
2] Type the effective date in the 'Duration' group (or click on the down arrow to select from a calendar).
3] (Optional) Select the 'Until' box and type the date the recurring appointment ends (or click on the down arrow to select from a calendar.)
4) Click the 'Status' tab.
a) Type the task status and effort information in the 'Status group.
b) Type the Contact, Billing information, Mileage and Role information in the spaces provided.
5) Click the 'Notes' tab to type a note.
EXAMPLE: Get fish food.
6) Click 'OK'
