1. Step 3 — Targeting

Targeting determines where the recurring definition will fan out. Select in order: Workspace → Project → Assignee. Targeting step showing Workspace, Project and Assignee selection with live counts Targeting step showing Workspace, Project and Assignee selection with live counts.

Targeting check

Think in person–project pairs. If the same recurring definition is applied to more than one selected person/project combination, more than one generated task is expected. Always use the bottom summary as your final count check.