🕰️ Est. Time: 5 minutes
🎯 Goal: Set up recurring work once, and let Streamtime put it on the right days
🔑 Requirements: None for your own Repeating To Dos. Adding other team members needs permission to edit your team's time.
Some work keeps coming back: the weekly client catch-up, the monthly progress report, the Friday studio stand-up. Set it up once as a Repeating To Do, and Streamtime puts it on the right days for you. This article covers creating, editing and managing them.
➕ Creating a Repeating To Do
You can create a repeating To Do from any of these screens:
📌 To Do Screen
📌 To Do Screen
Click Add New to open the To Do window, then switch on Repeat in the top-right corner.
💼 Job Screen
💼 Job Screen
Create it from the job's Create menu.
📆 Schedule Screen
📆 Schedule Screen
Create it from the 3-dot menu on the Schedule.
Whichever screen you start from, the steps are the same:
Give it a title. Something you'll recognise at a glance, like Weekly client catch-up.
Add your team. It starts with the person the To Do is for. Click the ➕ button beside their avatar to add more people, or use branches and labels to add several at once. A Repeating To Do needs at least one team member. If you don't add anyone, it defaults to you.
Set the schedule. Under Repeats, choose how often: Working Day, Week, Fortnight, Month, Quarter or Year. Then choose when it ends: never, on a date, or after a set number. Working Day repeats can't end after a set number, because working days differ from person to person.
Pick the work. Choose the job and item in What are you working on?, or tick Personal for non-job time. Set a duration, and you'll see the remaining budget and deadline for the item as you go. A Total shows how much time the whole series adds up to. When you're set, click Create.
If a series would run past what's left to spend, or past the item's deadline, Streamtime flags it. Click End at the deadline to finish the series there.
Your Repeating To Dos are created a batch at a time, in the background, so you can carry on working while Streamtime sorts them out.
✍️ Editing a Repeating To Do
There are two ways in, depending on what you want to change.
Just this one. Opening a To Do from your To Do screen edits that single occurrence, not the whole series.
The whole series. Click the 🔁 symbol in the job's activity log on the job screen. Or open any single occurrence and click the 🔁 button at the top of the window, labelled with the series' title. Make your changes and hit Save, and Streamtime updates every occurrence in the background, bit by bit.
Some changes split an occurrence off from its series: logging it, dragging it across several days, resizing, moving or reassigning it. If a change would leave an occurrence incomplete, Streamtime checks with you first. Choose Continue to split it off, Edit series to change them all instead, or Cancel.
‼️ Important Considerations
🔁 How far ahead they're created
To keep Streamtime running smoothly, Repeating To Dos with no end date aren't created forever into the future (that would rather break the app). Instead, Streamtime keeps them topped up a set distance ahead of today:
Working Day repeats: 30 days in advance
Weekly and fortnightly repeats: 90 days in advance
Monthly, quarterly and yearly repeats: 365 days in advance
As time moves forward, new ones are added, so you're always ahead of the game. A Repeating To Do with no end date shows the date it's created up to at the bottom of the window.
🖨️ Duplicating jobs
Duplicating a job doesn't copy its Repeating To Dos. Set them up again on the new job if you need them.
🚐 ❌ Moving or deleting a Repeating To Do
Moving a Repeating To Do to another day, or deleting it, shows a Hold up! message. The change only applies to that one To Do, and it's taken out of the series, so future changes to the series won't update it. Click Continue to go ahead, or Edit to change the whole series instead.
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