How to Use ClickUp Recurring Tasks

Рет қаралды 3,098

Күн бұрын

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ClickUp recurring settings are an amazing feature inside of ClickUp that helps you automate work creation for tasks that happen on a recurring basis.
Despite it seeming so simple, there are a few things you need to understand before you build these out in your Workspace!
In this video, we'll go through everything you need to know about ClickUp recurring settings:
0:00 - Introduction
0:25 - ClickUp Recurring Settings Basics
10:53 - Recurring Settings Best Practices
12:35 - ClickUp Automation to Help With Recurring Tasks
15:30 - Recurring Settings and Workload
18:07 - Conclusion
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Пікірлер: 18

@MuhammadAfzal-om1wn Ай бұрын

you know beauty of your videos is that you cover all the things, all the use cases, and don't skip anything, hoping to see the next videos in the same way. Thanks

@radoznalaclara 5 ай бұрын

Thank you so much for the amazing content, as usual. 🥳🥳🥳

@TimSonrisa Ай бұрын

Thank you, this was great!

@AdaptorLive Ай бұрын

Thanks!

@JodySmith-gh6wx 3 ай бұрын

Great video, very helpful. We use Daily tasks and have set them for recurring, the only issue with that is we need assign different days to different assignees, suggestions?

@ZenPilot 3 ай бұрын

Could you provide more context on this? You can't change the assignee when a task recurs, so you'd just want a different task for each assignee. If they themselves only have to do that task once a week, just make it recur once a week. So you may end up with someone having a task recurring on mondays, someone on tuesdays, someone on wednesdays...

@DanielJLobo 29 күн бұрын

Thank you for this video. Very insightful. I do need help with a recurring task. I have a subtask that needs to be completed 16 times in the month, only on weekdays except Wednesdays, for the parent task to close and restart on the following month. How can I set up this recurrence, or should I set it up as 16 individual subtasks?

@ZenPilot 22 күн бұрын

Yes, this looks like it will be a case where you'll have 16 subtasks due on the correct days and then have that parent task recur when it's closed. This will bring all the subtasks with it. I'd test this though. It may get a bit confusing when you enter shorter months like February. You may need to just build a task that recurs every day except Wednesday OR just build the workflow out for every month and make them recur once a year.

@Hadassitagamer 3 ай бұрын

Is there a way to clear custom fields in recurring tasks, example a meeting every two weeks with differnt invitees

@ZenPilot 2 ай бұрын

Yes. If you select "Create new task" and then click "options", you can unselect custom fields and the values will not be brought with the new task.

@sergiocoser87 2 ай бұрын

I have a need for adjust the task name or a custom field when the repeat happens. Example: task 1 is from a marketing plan from may, the next from june and so on, but i could not find a way..

@ZenPilot 2 ай бұрын

There's not a great way to automate this. I'd probably recommend creating a bunch of tasks for each of these months. You could set them up at the beginning of year or quarter and have all the tasks laid out with the appropriate custom fields.

@curtisburns1357 5 ай бұрын

I find when I create a recurring task, such as a daily checklist. The closed subtasks and Action Items get their status carried over to the next recurrence. Very annoying. I wonder if I need to make changes to the "Create New Task" options.

@ZenPilot 5 ай бұрын

Hmm very interesting. I'd use the "Create New Task" option for sure. You can always experiment with the "Update Status To: " feature as well! Make sure you don't have any automations in the background!

@MuhammadAfzal-om1wn Ай бұрын

what if i want to make some changes in a recurring task only on a specified day e.g. on Friday, the task will remain the same on other days. How will I do that?

@ZenPilot Ай бұрын

You may just need to create a different task for those Fridays. You could have one task that recurs every day except Friday and then have another task that only recurs on Fridays.

@MuhammadAfzal-om1wn Ай бұрын

if a recurring task needs to be done 5 times in a day at specified time period, how will I be able to repeat tasks for multiple times in a day?

@ZenPilot Ай бұрын

Your options are to either... A) Create 5 tasks that all recur. The due date could have a time added to the due date as well. For example, the first task may be due at 9am, the 2nd due at 11am, the third at 1pm, etc. B) Your other option is to create the one task and have a checklist in it with 5 checklist items. The task would just recur daily.