How-to Edit a Recurring Task

  1. Begin by navigating to the desired Project Overview via the Portfolios or Projects button, located in the MyBar.
  2. From the Sections Bar, navigate to the desired Task for which you wish to edit the Recurrence settings.
  3. Click the "Edit" button, located at the top-right corner of the Task tile.
  4. From within the Task, select from a series of Form options to customize the behavior of your Recurring Task.
  5. Once you are satisfied with your selections, click the "Save" or "Save & Close" button to complete the editing process.


If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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