Overview
Set a repetition date or interval for recurrent tasks to automatically set the ticket status to 'Open'.
Access & Permissions
Setting a repetition date for a ticket is currently available for the Webapp and Android app.
To set a repetition date for a ticket, you need an in-house user with a role permission to edit or create tickets and the user permission 'Tickets & Project Reports'. Read more in Permissions.
Set a Repetition Date
To display the 'Configure repeat timing' button in the ticket details, the 'Recurring activity' form option must be enabled. Read more in Form Options.
To set a repetition date:
Continue here after you Create a Ticket or View & Edit a Ticket.
- Click Configure repeat timing
- Select the Enable repetition checkbox
- Configure repetition timing as explained below
- Click Save
- Open a ticket
- Tap Set a repeat date
- Select the Enable repetition checkbox
- Configure repetition timing as explained below
- Tap Save
Configure Repetition Timing
When configuring the repetition timing to open a ticket, there are different repetition timings available:
Daily
To set the ticket to repeat on daily intervals:
- Select the repetition to be Daily
- Enter the number of days for the interval (mandatory)
- Enter the time at which the ticket should be set to open (mandatory)
- Select the Set start date checkbox and use the date picker to select the date at which the ticket should start repeating
- Select the Start on the nearest matching date checkbox to start the repetition on the same day of configuring the settings
Only one of these two checkboxes can be selected.
- Select the Add note checkbox to add a note regarding the repetition
A repetition date note is only visible to users who have the permission to set/edit the ticket repetition date.
- Set the repetition to Daily
- Tap Repeat at to select the time of the repetition
- Tap Every to enter the number of days for the interval
- Select the Start on the nearest matching date checkbox to start the repetition on the same day of configuring the settings.
- Select the Add note checkbox to add a note regarding the repetition
A repetition date note is only visible to users who have the permission to set/edit the ticket repetition date.
Weekly
To set the ticket to repeat on weekly intervals:
- Select the repetition to Weekly
- Select the day of the week on which the ticket should be reopened from the drop-down (mandatory)
- Enter the number of weeks between one occurrence and the other (mandatory)
- Enter the time at which the ticket should be set to open (mandatory)
- Select the Set start date checkbox and use the date picker to select the date at which the ticket should start repeating
- Select the Start on the nearest matching date checkbox to start the repetition on the same day of configuring the settings
Only one of these two checkboxes can be selected.
- Select the Add note checkbox to add a note regarding the repetition
- Set the repetition to Weekly
- Tap Repeat on weekday to select the day on which the ticket gets set to open
- Tap At time to select the time of the day at which the ticket gets set to open
- Tap Every to enter the number of weeks between intervals
- Select the Start on the nearest matching date checkbox to start the repetition on the same day of configuring the settings
- Select the Add note checkbox to add a note regarding the repetition
A repetition date note is only visible to users who have the permission to set/edit the ticket repetition date.
Monthly
You can repeat your ticket on a monthly basis, either on a specific date or on a specific weekday (for example, every second Monday of the month).
On a specific date of the month
- Select the repetition as Monthly
- Select the Repeat on day of the month checkbox
- Enter the date of the day on which the ticket would be set to open (mandatory)
- Enter the number of months between one occurrence and the other (mandatory)
- Enter the time at which the ticket should be set to open (mandatory)
- Select the Set start date checkbox and use the date picker to select the date at which the ticket should start repeating
- Select the Start on the nearest matching date checkbox to start the repetition on the same day of configuring the settings
Only one of these two checkboxes can be selected.
- Select the Add note checkbox to add a note regarding the repetition
On a specific weekday
- Select the repetition as Monthly
- Select the Repeat on weekday checkbox
- Select the day in the month (first, second, third, etc.) from the drop-down (mandatory)
- Select the weekday (Monday, Tuesday, etc.) from the drop-down (mandatory)
- Continue as explained above
On a specific date of the month
- Set the repetition to Monthly
- Tap Repeat on and set it to Day of the month
- Tap Repeat on Day of the month to select the day of the month on which the ticket gets reopened
- Tap At time to select the time at which the ticket gets set to open
- Tap Every to enter the number of months between intervals
- Select the Start on the nearest matching date checkbox to start the repetition on the same day of configuring the settings
- Select the Add note checkbox to add a note regarding the repetition
A repetition date note is only visible to users who have the permission to set/edit the ticket repetition date.
Repeat on Weekday
- Set the repetition to Monthly
- Tap Repeat on and set it to Weekday
- Tap Every to select the place of the day in the month (first, second, third, etc.)
- Tap Weekday to select the day of the week (Monday, Tuesday, etc.)
- Tap At time to select the time at which the ticket gets set to open
- Tap Every to enter the number of months between intervals
- Select the Start on the nearest matching date checkbox to start the repetition on the same day of configuring the settings
- Select the Add note checkbox to add a note regarding the repetition
A repetition date note is only visible to users who have the permission to set/edit the ticket repetition date.
Yearly
- Select the repetition as Yearly
- Select the Month from the drop-down (mandatory)
- Select the date of the day on which the ticket would be set to open from the drop-down (mandatory)
- Enter the number of years between one occurrence and the other (mandatory)
- Enter the time at which the ticket should be set to open (mandatory)
- Select the Set start date checkbox and use the date picker to select the date at which the ticket should start repeating
- Select the Start on the nearest matching date checkbox to start the repetition on the same day of configuring the settings
Only one of these two checkboxes can be selected.
- Select the Add note checkbox to add a note regarding the repetition
- Set the repetition to Yearly
- Tap Repeat on month to select the month in which the ticket gets reopen
- Tap Day to select the day of the month on which the ticket gets reopen
- Tap At time to select the time at which the ticket gets set to open
- Tap Every to enter the number of years between intervals
- Select the Start on the nearest matching date checkbox to start the repetition on the same day of configuring the settings
- Select the Add note checkbox to add a note regarding the repetition
A repetition date note is only visible to users who have the permission to set/edit the ticket repetition date.
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