Automating client tasks scheduling

  • 20 April 2022
  • 2 replies

Userlevel 3
Badge +3

I am changing a quarterly repeating work item to auto-send the client tasks on the 1st day of the month following the end of the quarter. When it asks me if I want to update ‘all instances’ to auto-send to client, what dates will that set up to auto-send on future instances?

Will it be the 1st day of the month following the repeating period? It doesn’t specify and I can’t find the answer in the online guide.


2 replies

Userlevel 7
Badge +19

Hi @Imbi Finlayson!

Whatever date you pick here:

The same relative date will be used for recurring work items.

If the work item starts on the 1st, and you choose the 1st to send your client task, your repeat client tasks will send on the first day (same day as work start).

Does that help at all?

Userlevel 3
Badge +3

Yes thank you.