Using the repeat option when allocating time, scheduling time off, or setting status is a great way to save time and schedule more efficiently. There are nine different repeat settings available.
The day of the week determines when the item is repeated (e.g., the first Monday of each month).
💡 Here's a tip: If you try to repeat an allocation, time off, or status that is greater than the duration of the repeat option selected, you will receive an error message (e.g., an 8-day allocation set to repeat weekly). Reduce the length of the allocation and try again.
Update a repeating allocation, time off, or status
When you need to make a change to a repeating item, there are two options available:
This allocation
This and all future allocations
For example, if you set a status to let the rest of your team know that you'll be working remotely on Mondays and Tuesdays, selecting "This" will not affect any future statuses if you decide to come into the office on one of those weeks instead.
💡 Here's a tip: To copy a set of repeating allocations or time off to another person, hold Shift and drag one of the allocations/time off to the other person's schedule. This will create a new set of repeating allocations/time off.
Additional notes
When trying to schedule a repeating allocation and set the duration of the single allocation to be longer than the repetition period itself, you will get the Repeating Allocation Overlap error. To fix it, make sure that the end date is set under the until _____ field and the duration is set for the original allocation that you want to repeat only. For example, if you want the allocation to repeat every Thursday, set it up for 1 day and set up a weekly repetition.
If you want the allocation to be Monday to Friday and repeat each week, you'd want to set it up for 5 days with weekly repetition.
