Recurring task help, please

[Dexter Jettster]

Outlook 2003

Is it possible to set up a recurring task that, once completed (one time),
will not immediately generate the next in the series?

That is, can I set up a rule or a setting for a series such that the next
(in the series) will not be generated until the beginning of, say, next
month?

Example: I have set up a recurring (monthly) task to complete payroll taxes
with the last day of the month as the due date. If I complete that task on
the 10th day of the month and mark it as such, I'd rather not have the
following months task show up immediately. I'd rather it show up in my task
list on the first day of the following month.

Is there a way to do this?

Thanks,

~d. jettster

 

[Milly Staples - MVP Outlook]

Why not set the recurrence to happen 3 weeks after you complete the task?

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. All
unsolicited mail sent to my personal account will be deleted without
reading.

After furious head scratching, Dexter Jettster asked:

| Outlook 2003
|
| Is it possible to set up a recurring task that, once completed (one
| time), will not immediately generate the next in the series?
|
| That is, can I set up a rule or a setting for a series such that the
| next (in the series) will not be generated until the beginning of,
| say, next month?
|
| Example: I have set up a recurring (monthly) task to complete
| payroll taxes with the last day of the month as the due date. If I
| complete that task on the 10th day of the month and mark it as such,
| I'd rather not have the following months task show up immediately.
| I'd rather it show up in my task list on the first day of the
| following month.
|
| Is there a way to do this?
|
| Thanks,
|
| ~d. jettster

 

[Dexter Jettster]

Why not set the recurrence to happen 3 weeks after you complete the task?

--

When I did that, it changed the "due date" to 3 weeks after the completed
task.

I need the "due date" to remain constant -- the last day of the month.

~d. jettster

 

[Milly Staples [MVP - Outlook]]

Then please step through the process for setting this up. I have it working
perfectly for my Office Tasks. Also, please include your version of Outlook
as you have deleted the previous parts of this thread (don't do that!)

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. All
unsolicited mail sent to my personal account will be deleted without
reading.

After furious head scratching, Dexter Jettster asked:

| "Milly Staples - MVP Outlook"
| || Why not set the recurrence to happen 3 weeks after you complete the
|| task?
||
|| --
|
|
| When I did that, it changed the "due date" to 3 weeks after the
| completed task.
|
| I need the "due date" to remain constant -- the last day of the month.
|
| ~d. jettster

 

[Dexter Jettster]

Thanks for the help.

(Sorry about the deletion. In NGs with which I'm familiar, it is considered
bad form to include the entire message when replying, as is top-posting.
But I can see why this one would be different. Live and learn, eh?)

In Outlook 2003, I go to the Tasks screen:

New Task.
Subject: "Monthly Payroll Taxes"
Due Date: 07/31/2006
<click Recurrence tab>
Recurrence pattern set to "Monthly" and "Day 31 of every 1 month"
Okay
Save and close


With the above settings I get (as expected) in my Task List a task called
"Monthly Payroll Taxes" with the expected Due Date (7/31).

The problem is that when I complete this task today, it will immediately
generate another "Monthly Payroll Taxes" item with the Due Date of 8/31.

So I change the Recurrence pattern to "Monthly" and "Regenerate new task 1
month after each task is completed." Now, when I complete the task today
(07/05/2006), it immediately generates another "Monthly Payroll Taxes" item
with the Due Date of 08/05/2006. This strikes me as absurd because the
setting "Regenerate new task 1 month after each task is completed" says
nothing about adjusting the due date. And yet, that's exactly what it does.

Again, what I'd like to discover is how to make the program generate a new
task, but not until the first of the month following.

I have about 30 monthly tasks, and would like for the tasks to "go away" as
they are completed in the current month. Then, when August 01 rolls around,
I should see all of the August tasks, plus any from July that are not
completed.

Surely there's a way to do this?

Thanks again for your assistance.

~d. jettster


"Milly Staples [MVP - Outlook]"

 

[Milly Staples [MVP - Outlook]]

What view of your tasks are you using? Have you tried "next 7 days" view?

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. All
unsolicited mail sent to my personal account will be deleted without
reading.

After furious head scratching, Dexter Jettster asked:

| Thanks for the help.
|
| (Sorry about the deletion. In NGs with which I'm familiar, it is
| considered bad form to include the entire message when replying, as
| is top-posting. But I can see why this one would be different. Live
| and learn, eh?)
|
| In Outlook 2003, I go to the Tasks screen:
|
| New Task.
| Subject: "Monthly Payroll Taxes"
| Due Date: 07/31/2006
| <click Recurrence tab>
| Recurrence pattern set to "Monthly" and "Day 31 of every 1 month"
| Okay
| Save and close
|
|
| With the above settings I get (as expected) in my Task List a task
| called "Monthly Payroll Taxes" with the expected Due Date (7/31).
|
| The problem is that when I complete this task today, it will
| immediately generate another "Monthly Payroll Taxes" item with the
| Due Date of 8/31.
|
| So I change the Recurrence pattern to "Monthly" and "Regenerate new
| task 1 month after each task is completed." Now, when I complete the
| task today (07/05/2006), it immediately generates another "Monthly
| Payroll Taxes" item with the Due Date of 08/05/2006. This strikes me
| as absurd because the setting "Regenerate new task 1 month after each
| task is completed" says nothing about adjusting the due date. And
| yet, that's exactly what it does.
|
| Again, what I'd like to discover is how to make the program generate
| a new task, but not until the first of the month following.
|
| I have about 30 monthly tasks, and would like for the tasks to "go
| away" as they are completed in the current month. Then, when August
| 01 rolls around, I should see all of the August tasks, plus any from
| July that are not completed.
|
| Surely there's a way to do this?
|
| Thanks again for your assistance.
|
| ~d. jettster
|
|
| "Milly Staples [MVP - Outlook]"
| || Then please step through the process for setting this up. I have it
|| working
|| perfectly for my Office Tasks. Also, please include your version of
|| Outlook
|| as you have deleted the previous parts of this thread (don't do
|| that!)
||
|| --
|| Milly Staples [MVP - Outlook]
||
|| Post all replies to the group to keep the discussion intact. All
|| unsolicited mail sent to my personal account will be deleted without
|| reading.
||
|| After furious head scratching, Dexter Jettster asked:
||
||| "Milly Staples - MVP Outlook"
||| |||| Why not set the recurrence to happen 3 weeks after you complete the
|||| task?
||||
|||| --
|||
|||
||| When I did that, it changed the "due date" to 3 weeks after the
||| completed task.
|||
||| I need the "due date" to remain constant -- the last day of the
||| month.
|||
||| ~d. jettster

 

[Dexter Jettster]

I switched the view in the Tasks screen to active tasks, and modified it to
only show items due in the next 30 days.

So I guess that will suffice.

Now if I could only figure out how to make Outlook create an entry in the
Journal for every time I check off a task as completed.

~d. jettster



"Milly Staples [MVP - Outlook]"

What view of your tasks are you using? Have you tried "next 7 days" view?

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. All
unsolicited mail sent to my personal account will be deleted without
reading.

After furious head scratching, Dexter Jettster asked:

| Thanks for the help.
|
| (Sorry about the deletion. In NGs with which I'm familiar, it is
| considered bad form to include the entire message when replying, as
| is top-posting. But I can see why this one would be different. Live
| and learn, eh?)
|
| In Outlook 2003, I go to the Tasks screen:
|
| New Task.
| Subject: "Monthly Payroll Taxes"
| Due Date: 07/31/2006
| <click Recurrence tab>
| Recurrence pattern set to "Monthly" and "Day 31 of every 1 month"
| Okay
| Save and close
|
|
| With the above settings I get (as expected) in my Task List a task
| called "Monthly Payroll Taxes" with the expected Due Date (7/31).
|
| The problem is that when I complete this task today, it will
| immediately generate another "Monthly Payroll Taxes" item with the
| Due Date of 8/31.
|
| So I change the Recurrence pattern to "Monthly" and "Regenerate new
| task 1 month after each task is completed." Now, when I complete the
| task today (07/05/2006), it immediately generates another "Monthly
| Payroll Taxes" item with the Due Date of 08/05/2006. This strikes me
| as absurd because the setting "Regenerate new task 1 month after each
| task is completed" says nothing about adjusting the due date. And
| yet, that's exactly what it does.
|
| Again, what I'd like to discover is how to make the program generate
| a new task, but not until the first of the month following.
|
| I have about 30 monthly tasks, and would like for the tasks to "go
| away" as they are completed in the current month. Then, when August
| 01 rolls around, I should see all of the August tasks, plus any from
| July that are not completed.
|
| Surely there's a way to do this?
|
| Thanks again for your assistance.
|
| ~d. jettster
|
|
| "Milly Staples [MVP - Outlook]"
| || Then please step through the process for setting this up. I have it
|| working
|| perfectly for my Office Tasks. Also, please include your version of
|| Outlook
|| as you have deleted the previous parts of this thread (don't do
|| that!)
||
|| --
|| Milly Staples [MVP - Outlook]
||
|| Post all replies to the group to keep the discussion intact. All
|| unsolicited mail sent to my personal account will be deleted without
|| reading.
||
|| After furious head scratching, Dexter Jettster asked:
||
||| "Milly Staples - MVP Outlook"
||| |||| Why not set the recurrence to happen 3 weeks after you complete the
|||| task?
||||
|||| --
|||
|||
||| When I did that, it changed the "due date" to 3 weeks after the
||| completed task.
|||
||| I need the "due date" to remain constant -- the last day of the
||| month.
|||
||| ~d. jettster