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1. What Is a Global Recurring Task?

A Global Recurring Task lets you create one recurring-task definition and fan it out to the selected people in their selected project(s). The same definition, schedule and trigger logic is reused for each generated task.
  • Use it for work that repeats in the same pattern for multiple people or project contexts.
  • Each generated item is still a task assigned to the selected person in the selected project.
  • The setup is completed in four stages: Definition → Schedule → Targeting → Review.
  • The recurring definition can later be viewed, edited, paused, archived or deleted from the Global Recurring Tasks page.
Left: a global recurring definition built through a five-step wizard — Definition, Schedule, Targeting, Workflow, Review. Middle: the definition fans out into one child schedule per person per project — Project A with Meera and Ravi, Project B with Arjun, who is paused. Right: a scheduler runs every five minutes, and each child schedule that is due creates one ordinary task with its own start and due date; the paused one logs a skip. The schedule's next run is then advanced. A bottom band lists what happens on edit, leave, deselect and archive. How one recurring task definition fans out into individual task instances.

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2. Where to Find Global Recurring Tasks

Navigate to Admin → Configuration → Recurring Tasks. The Global Recurring Tasks page shows the saved definition, status, next run, target summary and schedule summary. Use Create Global Recurring to start a new setup. Global Recurring Tasks page under Admin > Configuration > Recurring Tasks, showing an active weekly definition with its next run and target summary Global Recurring Tasks page showing an active recurring definition, next run, target summary and schedule.

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3. Before You Start — Check the Company Calendar

Recurring-task handling for weekly offs and holidays uses the Company Calendar. If your company calendar has not been set up yet, go to Global Settings → Company Calendar and configure the Weekly off and Holidays before you start creating recurring tasks. Then return to Admin → Configuration → Recurring Tasks and continue the setup.

Company Calendar page in Global Settings for configuring weekly offs and holidays Company Calendar in Global Settings — configure weekly offs and holidays before setting up recurring tasks.

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4. Four-Step Setup Flow

Watch: Creating a Global Recurring Task in the Video Gallery — the full walkthrough of creating one recurring-task definition and fanning it out to selected people and projects on a repeating schedule.