Note: This functionality only applies to Tasks that are in projects, or that you wish to be in projects.
Adding a Task to Current and Future Recurrences of a Project:
When you create a task, you now have the option to associate it to a project.
If you want a task to recur every month with the same project, select “Current and any future project occurrences.”
Adding a Task to the current occurrence of a Project Only:
If you want to add a task to a project for the current month only, select “Current project occurrence only.”
Note: This will be your only option for Password Manager Credential Request and Smart Connect Connection tasks, as these never need to recur on a monthly basis.
Delete a Task from a Project:
If you want to delete a task that’s been assigned in a project, you have two options:
-
Delete it only from the current project
-
Delete it from the current project and any future occurrences.
