You’ll find recurring tasks in Organize > Settings > Recurring Tasks. From there you can create new ones and edit existing ones.
By default, a recurring task creates a new task on each run. If the previous one wasn’t closed, duplicates of the same subject appear in the system. For example, “Check invoices” can pile up weekly and after a month you have 4 open tasks with the same title.
The group_period field in recurring tasks solves this problem. Instead of creating another task, the system looks for an existing one in the given period and reuses it.
How It Works
The recurring task form has a “Group by period” field with the following options:
- week - one task per week
- month - one per month
- quarter - one per quarter
- year - one per year
- all - always the same task, regardless of the period
When the field is set, on the next recurrence run the system checks whether a task already exists in the current period created by this recurring task. If so:
- It does not create a new task
- If the existing task is closed, it reopens it
- It updates the due date to the new one
- If the responsible person has changed (e.g., someone edited the recurring task), it adds a comment about the reassignment
If there’s no task in the current period yet, it creates a new one as usual.
Example
A recurring task “Review cost invoices” set to weekly with group_period: week.
Monday: the system creates a task and assigns it to Anna.
Wednesday: the recurrence fires again (e.g., someone triggered it manually), but a task for this week already exists. Nothing happens.
Next Monday: new week, new task.
If Anna didn’t close the task from the previous week, it stays as is - only the due date changes and the task moves to the top of the list. A new task is created only for a new period.
When to Use
The group_period field makes sense for tasks that relate to a specific billing period or repeat on a regular cycle where you need exactly one task per period (not several).