How to Set Up Recurring Tasks in Project 2013 - dummies

How to Set Up Recurring Tasks in Project 2013

By Cynthia Snyder Stackpole

Some tasks occur repeatedly in projects. For example, attending a monthly project debriefing or generating a quarterly project report is considered a recurring task. No one wants to create all the tasks for the monthly debriefing in a project that will take a year to complete. Instead, you can designate the recurrence, and Project 2013 automatically creates the 12 tasks for you.

Here’s how to create a recurring task:

  1. Click the Task tab on the Ribbon, click the bottom part of the Task button (with the down arrow) in the Insert group, and then click Recurring Task.


    Task Information box in Microsoft Project 2013.

  2. In the Task Name box, type a name for the task.

  3. In the Duration box, click the spinner arrows to set a duration, or type a duration, such as 10d for 10 days.

    Edit the abbreviation to specify a different time unit, if needed.

  4. Select a recurrence pattern by selecting the Daily, Weekly, Monthly, or Yearly option.

    The option you select provides different choices for the rest of the recurrence pattern.

  5. Depending on the selections offered to you, make choices for the rest of the pattern.

    For example, if you select the Weekly option, you must choose a Recur Every x Week(s) On setting and then choose a day such as Friday. Or, if you select Monthly, you must specify which day of every month the task is to recur.

  6. In the Range of Recurrence area, type a date in the Start box; then select and fill in either the End After or End By option.

    For example, you might start on January 1 and end after 12 occurrences to create a task that occurs every month for a year.

  7. Click the OK button to save the recurring task.

If your settings cause a task to fall on a nonworking day, a dialog box appears, asking you how to handle this situation. You can choose not to create the task, or you can let Project adjust the day to the next working day in that period.

To assign resources to a recurring task, you have to assign the resources to the individual recurrences, not to the “summary” recurring task. If you assign resources to the summary recurring task, Project 2013 doesn’t calculate the hours of work correctly.