Using the repeat option when allocating time, scheduling time off, or setting status is a great way to save time and plan more efficiently. There are nine different repeat settings available:
- Weekly
- Every 2 weeks
- Every 3 weeks
- Monthly
- Every 6 weeks
- Every 2 months
- Every 3 months
- Every 6 months
- Yearly
The day of the week determines when the item is repeated (e.g., the first Monday of each month).
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 allocation" 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, ensure that the end date is set under the until _____ field and the duration is set for the original allocation you want to repeat only. For example, if you want the allocation to be repeated every Thursday, you can 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 five days with weekly repetition.
