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Create a non-calendar recurring task

Updated over 10 months ago

You may have recurring tasks that do not start at the beginning of the period. To be as close as possible to reality, you can modify the start date of your recurring task for quarterly, half-yearly and annual periods.

This setting is managed in the “Start” field (i.e. start date of the recurring task).

Weekly and monthly tasks are aligned with the calendar; the actual start date will be the start of the period (week or month) incorporating the selected start date. For example, a monthly task with a start date of 12/01/2024 will actually start on 01/01/2024.

Quarterly, semi-annual, and annual tasks can be calendar or not, depending on the chosen start date.

🔎 By default, when a frequency is selected, Tenacy sets the date at the beginning of the current calendar period. Another date can be chosen, and the operation is as follows:

  • If the start date corresponds to a calendar period, for example, 01/01/2024 for an annual task or 01/10/2024 for a quarterly task, the task will be calendar, and it will be possible to modify the start date to another valid calendar date.

  • If the start date is not a calendar period, for example, 01/04/2024 for an annual task or 15/09/2024 for a "quarterly" task, then the task will be non-calendar, to be entered before its anniversary date - 1 day, for example, between 01/04/2024 and 31/03/2025 for the first iteration of the previous annual example, and the start date cannot be modified.

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