Setting Up and Automating Repeating Tasks

Introduction

This guide will show you how to set up repeating tasks in Easy8. Repeating tasks help you automate recurring activities like weekly reports, monthly meetings, or regular maintenance. You’ll learn how to enable the feature, configure it per tracker, and manage automation.

Target Audience

User + Administrator

Prerequisites

Access to Easy8
Permission to create and edit tasks
Administrator rights to enable and configure features

How to Enable Repeating Tasks

Go to Global Menu >> Administration >> Settings >> Task Tracking.
Find the option Enable Repeating Tasks.
Check the box to activate the feature.
Scroll down and click Save.

💡 Tip: Once enabled, the Repeat? field will be available in the Edit Additional Attributes section when editing a task.

How to Allow Repeating per Tracker

Go to Global Menu >> Administration >> Trackers.
Open the settings of the tracker (e.g., Task, Bug, Feature) where you want to allow repeating.
Find and check the option Enable Repeating.
Save the tracker settings.

💡 Tip: Repeating must be enabled both globally and per tracker to use it on tasks of that type.

How to Set Up Repeating Tasks

Step 1: Open the Task and Access Repeating Options

Open a task where repeating should be set.
Click Edit.
Scroll down and click Edit Additional Attributes.
Locate the field labeled Repeat?
Choose one of the available repeat options (Daily, Weekly, Monthly, Yearly) to start configuration.
Once a repeat type is selected, an End field appears with the following options:
- Never – task repeats indefinitely
- After X repeats – stops after a set number of occurrences
- On a specific date – stops on a chosen date

Step 2: Configure Recurrence Rules

If you need more control over the repetition, select Advanced in the Repeat? field.
This will open the Advanced Repeating Settings popup where you can configure additional options:

Repeat Type – choose one of the following:
- Daily – repeats every set number of days or workdays
- Weekly – repeats on selected weekdays
- Monthly – repeats on the same date each month
- Yearly – repeats annually
Setting Beginning and End of Repeats:
- Start Date – choose when the first occurrence starts
- End Options:
  - Never – continues indefinitely
  - After X iterations – stops after a set number of occurrences
  - On a specific date – ends on a selected date
Generate Task in Advance – define how early the system should create the next task
Create a Record at a Given Hour – specify the exact time when a repeated task is created
Create Records Now? – decide how many tasks should be created immediately:
- Don’t create now – tasks generate as per schedule
- Create all now – generates all occurrences at once (up to 31 tasks at once due to performance limits)
- Create now X records – define how many future instances should be created immediately

Click Submit to apply and activate the recurrence pattern.

💡 Tip: The Advanced option in the Repeat? field opens this detailed configuration panel for custom recurrence settings.

Step 3: Manage and Track Repeated Tasks

Automatically generated tasks appear in your task list as standard tasks.
They inherit selected values from the source task.
The original task will be marked as Repeating.
To stop the repetition, open the original task and click Remove Repeating.

Troubleshooting

Repeat? field missing: Ensure the feature is enabled in both global and tracker settings.
Tasks not generating: Double-check the recurrence pattern, date range, and frequency values.

Conclusion

You’ve successfully enabled and configured repeating tasks in Easy8. This feature helps automate recurring processes and reduces the need for manual task creation.