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Recurrence Rule Tasks
David McDougall avatar
Written by David McDougall
Updated over a week ago

This article covers the settings specific to scheduled tasks, find the main tasks article here.

This is the more complex of the three recurrence options, but also gives the most flexibility. You can choose which days of the week, the interval between each set of occurrences, and limit how many times it can be prompted. E.g. every 72 hours; once every 4 weeks; the first Monday of every month.

Adding a recurrence rule task

Click the + button from the client's task page, select the task type and choose recurrence rule. You will see the following options:

Time of day

Choose the timeframe for the task. As with the scheduled tasks, the timeframe should be greater than the length of the booking to account for any changes in times.

How often should it repeat?

Next, you'll need to set which dates the task will happen on. The options allowed here can be quite confusing, at the bottom of the section we give a summary of the selected options and allow you to preview the first 10 dates.

The frequency dropdown allows you to select either Daily, Weekly, or Monthly. Unless you are changing the gap (interval), this option won't have much of an effect. Select which days of the week the task should be allowed to happen on.

Next, you have the option of specifying whether there should be a gap between each set of occurrences. For example, if you have a Daily frequency and choose a gap of 2, the task will be prompted every 2 days; for a Weekly frequency with a gap of 4 it will be prompted every 4 weeks; for a Monthly frequency with a gap of 1 it will be prompted every month.

The start date decides when the recurrence cycle will start; this is different to the Schedule recurrence type, which is based on the client's task schedule start date.

Change the "How many times" option to limit the number of times that the task will be prompted, which may be useful for short prescriptions of medication.

Show dates

Use this option to show the first 10 occurrences for the task. This can help to make sure that the correct options have been entered for the frequency and interval.

Video walkthrough

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