Recurring tasks

Overview

LGL enables you to set a task to recur on a schedule. This gives you a way to receive a reminder for anything you would normally mark on your calendar, such as a notification to send out acknowledgments every week or to contact a donor once per quarter.

How to create a recurring task

The first step is to create a task from the Actions button within search results:

After you set the due date on the task, you'll see a checkbox to set the task as "recurring". If you check that box, you'll then see options for setting the schedule of the recurring task:

Here are other options you can set for recurring tasks:

The first due date, which you can set by entering a date in the due date area. The subsequent recurring tasks will key off that start date.
The recurring schedule as one of the following:
- Daily
- Weekly
- Monthly
- Yearly
Daily tasks

To set the task to occur every day, set the interval to "Repeats every '1' day". If you want the task to repeat every 2 days, or at any other interval, you can adjust the interval.
You can set the end date as "Never", or you can set it to a specific date.

Weekly tasks
- When choosing the weekly option, the day of the week will default to the same day as the one you selected for the initial due date. But you can change that or add additional days of the week. For example, if you want a task to occur every Monday and Friday, you can select those two days of the week.
- You can set the end date as "Never", or you can set it to a specific date.
Monthly tasks
- When choosing the monthly option, you can set the interval for the number of months between each task: Use "1" to make the task occur every month, or choose "3" to make the task occur quarterly, etc.
- You can select whether the task will recur based on the date (i.e., the 28th of each month) or on the day of the week. If you choose day of the week, the calendar will set the dates based on your original start date in terms of which week of the month to select. For example, if you pick the first Monday of a month as your start date, then every recurring task will occur on the first Monday as well. If you pick a Wednesday during the last week of a month, then subsequent tasks will be set for the Wednesday of the last week of the month as well.
- You can set the end date as "Never", or you can set it to a specific date.
Yearly tasks
- When choosing the yearly option, you can set the interval for the number of years between tasks: Use "1" to make the task occur every year, or choose "5" to make the task occur every five years, etc.
- You can set the end date as "Never" or a specific date.

When is each subsequent task created in my LGL account?

LGL generates each upcoming task at the earlier of these two events:

The prior task is completed
The prior task has reached its due date

By way of example, let's assume there is a recurring task that occurs on the first of every month. It's mid-January and the February 1 task has already been created.

If the February 1 task is marked "complete" during the month of January, then the March 1 task will be created at that time, or
If the February 1 task is not completed prior to February 1, then on February 1 the March 1 task will be created

About notifications

You can choose to notify team members when you create or edit a task. However, LGL does not send notifications when the system generates subsequent recurring tasks.

Viewing and editing recurring tasks

Recurring tasks appear in all the same places as regular tasks do:

In constituent records within the Related Activity section
The Next Task line on a constituent search result
And in the Task area within the Activity tab

Tasks are appended with a parenthetical "(recurring)" ending:

In the Task area you can search specifically for tasks that are recurring:

You can edit a recurring task, and change the schedule for which the task will recur, just as you would edit an individual task. For example, in a task search result you can click Actions and then click Edit: