Recurring project

Recurring projects are used for tasks that repeat at regular intervals, such as every month. Typical examples include:

• Accounting management

• Social media management

• Internal meetings

Each month (or another defined period), we'll create a new project for you automatically, so you don't have to do anything manually. This way, you'll have separate budgets, time logs, and other information in individual projects each month.

How Does It Work?

We'll create a Recurring Project—for example, Internal Meetings—with a monthly recurrence starting on August 1, 2024.

Subsequently, projects will be created on the first of each month:

• On 8/1/2024, Internal Meetings 8/2024 will be created

• On 9/1/2024, Internal Meetings 9/2024 will be created

• On 10/1/2024, Internal Meetings 10/2024 will be created

• And so on...

You'll work with each project as a separate budget, and editing it won't affect the main template of the Recurring Project.

We'll show you how to work with a recurring project in the section Working with a Recurring Project. For now, let's look at how to Create a Recurring Project.

Definition of Terms

Recurring projects consist of two parts, which we'll define to ensure clarity moving forward.

Template

A template is what we create when adding a project and selecting the Recurring Project type. It's the blueprint from which a new instance of the recurring project is created each month (or at another frequency). In the example above, this is the recurring project template Internal Meetings.

Instance

An instance of a recurring project refers to a specific project for a given month, quarter, or year. In the example above, the instances are:

• Internal Meetings 8/2024

• Internal Meetings 9/2024

• And so on.