Recurring Task Scheduling in Your WordPress Site- The Easiest Way

We perform different types of duties and responsibilities in our everyday life. Some of them are instant, some others are repeating on a regular basis. With lots of instant or uncertain tasks, we manage our repeating activities by maintaining a diary or setting up alarms etc. The situation is the same in our business projects too. There are lots of recurring tasks in each & every project.

So, how would you manage them?

If you follow the manual (pen & paper) process till now, that's just waste of your time. Automating the projects by implementing software isn't something new or unfamiliar today. But if you have a Project Management Software, you know that creating new tasks and assigning the members also requires some times and that could be huge regarding your project's size. That's exactly where comes the Recurring Task Scheduler to the rescue.

Recurring task scheduling

This post is basically for WordPress users. If you're using WordPress as your web platform, you have easy options to set recurring task schedulers and save both your times and efforts. WordPress Project Manager let you automate your projects and track all the internal activities and overall progress. Let's start.

Requirements to Use Recurring Task Management Module

To schedule your tasks using Recurring Task Module, you need to have these solutions.

  1. Your WordPress Business/Blogging site
  2. WordPress Project Manager (Part of WordPress ERP)
  3. Recurring Task Module (It's premium)

Why Do You Need a Recurring Task Manager?

The Recurring Task Module lets you schedule your repeating tasks on a weekly, monthly or yearly basis in your WordPress site. If you don't have this module, you have to create each of your tasks separately and assign the team members every time. Isn't it boring? Not only that, it will kill your valuable times.

So it's clear that if you use this module, you will be able to-

  • easily schedule all your tasks
  • track and monitor the progress
  • create timely and perfect plans
  • give employees check their assigning tasks
  • stay alert about the milestones and more

A Short Overview on WordPress Project Manager

To use this recurring task module, you need to have the WordPress Project Manager Pro. So, what this software actually let you do? This solution makes it easy for you to manage all the projects and tasks with lots of handy features, like creating unlimited tasks, calendar, milestone, private messaging, time-tracking, work scheduling, discussion features and other things that you need for your project.

WordPress Project manager-

It has a huge collection of essential modules that let you design and customize your process in a more productive way.

How to Add and Activate Recurring Task Management Module

The process is easy. Simply go to your WordPress site's dashboard. Install and activate the WordPress Project Manager plugin.

Recurring task module

This is a free-primary version. After activating the plugin, you need to upgrade to its pro version. Getting the pro version you need to activate all the advanced features including Recurring Task Module.

Now create a list of projects that you have and assign your team members to these projects. In each and every project, you will get an independent dashboard including the fields like- Overview, Activities, Discussions, Task Lists, Milestones, Files, Gantt Chart, Invoice, and Settings etc.

PM dashboard- recurring events examples
WP Project Manager Dashboard

These options would enable you to monitor the overall progress and add or edit new tasks and other things.

How to Schedule a Recurrence

When you have added a task that you need to perform on a regular basis, you can schedule them using Recurring task module. So, how would you schedule them? Let's check. You can also check our step by step documentation to learn the basic.

Step 1- Go to Your Projects Dashboard

Click on any of your created project. You will be redirected on your dashboard. Now select Task Lists option.

Task list- recurring task management

Step 2- Set a Recurrence by Weekly/Monthly/Annually

Setting a recurrence in WordPress
Setting a Recurrence
  • Name your task
  • Click on the recurrence loop from the right side
  • Select a (weekly/monthly/annually) recurrence
  • Finally, (after completing other options) click on the check button
  • You would see a green loop on the right side of your created task

Step 3- Setting a Recurrence by Date

recurring settings- recurring task
  1. Select a recurrence (weekly/monthly/annually)
  2. Select the number of repeating (1/2/3)
  3. Choose expiration on Date
  4. Mention the time duration for each task
  5. And finally click on the Done button

Step 4- Setting a Recurrence by Occurrence

recurring task management
  1. Select a recurrence (for example- monthly)
  2. Select the date of the month (1st to 31st of the month)
  3. Choose expiration After Occurrence
  4. Finalize the number of occurrences for each task (0 to infinite)
  5. Mention the time duration for each task
  6. And finally, click on the Done button

This is how you can set a recurring task in your To-do list.

Checking the Output of WordPress Task Scheduler

The options you have chosen for your recurring task, you would be able to see the same new task on your task list at the date you have selected, with all the sub-tasks, assigned people and time duration etc.

And the task would be created as child under your parent task.

output- recurring task

Options with 3 Different Repeating Criteria

Now, check all the options you would get with this module to smoothly schedule your repeating tasks.

options- recurring task

Questions Answered

Question: Is it possible to edit my recurring task once after scheduling?

Answer: Of course, just go to your dashboard, select Task list and then click on recurring loop. You can easily edit the scheduling.

FAQ- recurring task

Q: How can I cancel a recurring task after scheduling?

A: First select the task, click on recurring loop and then select “No” on Repeat option. Your recurring task will be canceled.

recurring task list- recurring task

Q: I don't understand the difference between expiration on date and after occurrence.

A: When you select a recurrence by a week, the module lets you set an exact date on which you want to see your task would be re-created. You also have an option to set the expiration by the Occurrence. Check the image below.

Weekly recurring- recurring task

But when you select monthly or annual recurring option, the module will let you choose only “After Occurrence” expiration. You can't choose on date option directly. Here occurrence means how much time you want to recreate the task.

So, when you choose monthly or an annual time duration, it's clear that the task would require several occurrences.

That is why this module lets you choose only the occurrence option to make it easier regarding your needs. But of course, if you have only one occurrence, you can set that by select the number.

recurring task moduler

Q: When I will choose occurrence and duration date, will that time duration applicable for each occurrence separately or only for 1st occurrence?

A: Separately for each occurrence. Suppose you have created an annual recurring and set 5 occurrences with a 2-day duration, you will get 2 day for completing each of your occurrences.

what is recurring task management

So, you can see that setting up the recurrence and scheduling all of your repeating tasks with the Recurring Task module is so easy. It doesn't only help you to automate your projects but also make you able to track all the repeating task and see the progress.

Get the WP Project Manager now and start using the Recurring task module to skyrocket your business.

Final Words on WordPress Recurring Events Management

With around 10 independent modules, you have lots of options to automate and manage your business. Recurring task module is one of the premium features of the WP project manager that lets you get a go!

If you have any confusion or want to learn something specific, let us know in the comment option. We're always here to help you.

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Sakil Adnan
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Sakil Adnan

Sakil loves to write. He is experienced in writing books, novels, and poetry. He has some books of his own and they are available in Amazon.

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