Overview
Once a recurring project is created, you can manage its recurrence at any time. This includes editing recurrence settings, pausing or resuming the project, and manually generating the next recurring project when needed.
Use Cases
When project timelines or deadlines change.
When recurrence rules need adjustment due to business or scheduling updates.
When future project cycles need to follow a new due date logic.
How to Edit Project Recurrence
Option 1: Edit from the Project Title
Click the project title.
In the Next Project Details section, click the Edit (✏️) icon.
An edit popup will appear with the recurrence details.
Option 2: Edit from the Project Header
In the project header, click the three-dot (⋯) menu.
Select Edit Recurrence.
Editable Recurrence Fields
Start On
Defines when the project begins.
Used to organize tasks and schedule the timeline.
Not editable once the project is created.
Due Date
Defines when the project should be completed.
Used to plan and track deadlines.
You can configure the due date using the following rules:
No due date
Days after start date
Number of days to complete
Specific month
Last day of the month
Day of the following month
Specific day of the month after the start date
Recur On
Specifies how many days before the start date the next project should recur.
Used to automatically generate upcoming project cycles.
Play / Pause Project Recurrence
Sometimes, a recurring project runs like clockwork—until it doesn’t. Maybe the client wants to pause work, or priorities shift. But your project keeps trying to repeat on its usual schedule.
You don’t have to let it run when it’s not needed. You can pause the project, then resume it later when the time is right.
Where to Find It
The Action column appears in the project listing.
Click the three-dot (⋯) menu to pause or resume recurrence.
When a Project Is Paused
The project will stop recurring from that point onward.
No new recurring projects will be generated.
The recurrence remains paused until manually resumed.
When a Project Is Resumed
A popup will appear with:
details of the recurrence being resumed, and
a list of recurrences skipped during the pause so you can choose which ones to create.
Click Resume to resume recurrence and generate the selected skipped projects.
Create Next Project Now (Manual Generation)
You can manually generate the next recurring project before its scheduled recur date
Use Cases
When work needs to start earlier than the scheduled recurrence date.
How to Access
Option 1 :
Go to the project listing.
Click the Action column’s three-dot (⋯) menu.
Select Create Next Recurrence Project.
Option 2 : Click the three-dot (⋯) menu to Create Next Recurrence Project.
Once generated, the recurrence automatically moves to the next cycle.
What Happens When You Manually Generate
The next recurring project is created immediately.
Once created, the recurrence automatically moves to the next cycle.