Creating a Recurring Project

Creating a Recurring Project is done in the same way as creating a One-Time Project via the Projects section -> Add New Project:

Creating a new project

In the project creation form, switch to Recurring Project:

Selecting a Recurring Project Type

The Recurring Project will then modify part of the form.

Differences Compared to a One-Time Project:

Project Name

The project name will be supplemented with the recurrence frequency.

So if you name the project Internal Meetings, the name of each individual project will be:

• For monthly frequency, it will be supplemented with the month and year, resulting in Internal Meetings 8/2024.

• For quarterly frequency, it will be supplemented with the quarter number and year, resulting in Internal Meetings Q1 2024.

• For annual frequency, it will be supplemented with the year, resulting in Internal Meetings 2024.

1. Setting the Project Recurrence Frequency

Set the project recurrence frequency

In this section, you set three pieces of information:

Start From Date

The date when the project instance will be created—until then, the project will not be available among running projects.

Stop recurring at a specific day

By checking this box, you can enter an End Date—upon filling in this date, the last project will be generated on this date.

Frequency

Here, choose the frequency at which you want to create a new project.

2. What Should Happen After the Period Ends

In the next field, we choose what happens when the project ends.

Setting up project closure after the project period ends