[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb4.16″ global_colors_info=\u00bb{}\u00bb][et_pb_row column_structure=\u00bb3_4,1_4″ module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb4.16″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|0|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb4.16″ custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.25.1″ custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n
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What can this be useful for?<\/b><\/p>\n
You can easily create recurring tasks<\/strong> (subtasks) from a single job (job or task)<\/strong> within a given time frame. This method is suitable for activities<\/strong> where the task is to be repeated periodically<\/strong> (e.g. social media management in an agency, regular content creation, regular construction supervision in design and construction companies, or regular meetings or reports) and you need to record whether the responsible person has completed each individual task repetition.<\/p>\n You can set the name of the recurring tasks, allocation, responsible person, participants, summary, and description all in one place. Most importantly, you can set the recurrence period (default value is taken from the job start – deadline) and the recurrence frequency (daily, weekly, monthly). This way, you can prepare a certain number of identical recurring tasks at the desired frequency.<\/p>\n By saving, you will bulk create all the prepared recurring tasks. Individual tasks can still be edited before saving, allowing you, for example, to change the name or content of selected tasks, responsible persons, etc. This gives you a tool for quick and flexible creation of (not only) recurring tasks, which can also differ from each other.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Zaznamobrazovky2024-07-05v12.08.07-ezgif.com-video-to-gif-converter-3.gif\u00bb title_text=\u00bbZaznamobrazovky2024-07-05v12.08.07-ezgif.com-video-to-gif-converter (3)\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.25.1″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb hover_enabled=\u00bb0″ box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.25.1″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb min_height=\u00bb71px\u00bb custom_margin=\u00bb|40px|9px|||\u00bb ul_text_shadow_style=\u00bbpreset3″ global_colors_info=\u00bb{}\u00bb]<\/p>\n How to do this? Open the Job, click Task (1)<\/strong> icon and choose \u00abSeries of recurring tasks\u00bb (2)<\/strong>.\u00a0<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/RecurringT_Job.png\u00bb title_text=\u00bbRecurringT_Job\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.25.1″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.25.1″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″ global_colors_info=\u00bb{}\u00bb]<\/p>\n In the Task – common settings section (3), <\/strong>set the desired parameters that will be common to all recurring tasks: from the subject of the task to its detail description.<\/p>\n In the Recur section (4)<\/strong>, choose how you want the task to recur. Based on the recurrence frequency, the subtasks will be prepared in the visual preview below.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Snimek-obrazovky-2024-07-05-v-11.35.11.png\u00bb title_text=\u00bbSni\u0301mek obrazovky 2024-07-05 v 11.35.11″ show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.25.1″ custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2″ global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.25.1″ text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb ul_text_shadow_style=\u00bbpreset3″ global_colors_info=\u00bb{}\u00bb]<\/p>\n You can now save the tasks, and this will create all of them in bulk. However, before doing so, you can individually edit some tasks.<\/strong> You can either a) edit directly in the visual preview (5)<\/strong> (modify the subject, participants, start – end date) or b) click on Show details (6)<\/strong> to adjust any detail of the task.<\/p>\n Important!<\/strong> If you individually edit tasks and then return to Task – common settings (3) to make further adjustments, you will update your individual edits as well, meaning they will be overwritten by the global changes<\/p>\n By saving (7)<\/strong>, you will bulk create all the prepared recurring tasks.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686″ saved_tabs=\u00bball\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n
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