Recurring Projects Overview

Modified on Mon, 26 Aug at 4:55 PM

Recurring projects allow you to set and schedule a repeating project automatically so you don't have to remember to do it manually. Repeating projects will automatically create themselves based on the assigned template and schedule at specified points in the future. This means you don't have to clutter up your current project list with any future dated projects. Perfect for workflows that require repeating onsite/support/maintenance work etc.

The recurring projects dashboard allows you to search for your active, expired  and add a new recurring project via the Add a Recurring Project button.

  

As the recurring project function is run by a scheduled service in the back end of WorkGuru, you can also click Run Project Generation Task Now button if you need to create an active project immediately. The default recurrence schedule runs every hour.


You can click on the highlighted project name to open the recurring project's details page. This will display the details and the projects created by this recurrence. You can manage the recurring project by clicking the Edit Recurring Project button


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