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Repeat an allocation, a time off, or a status
Repeat an allocation, a time off, or a status

Schedule recurring items quickly.

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated over a week ago

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.

Allocation menu. Setting up repetition.

The day of the week determines when the item is repeated (e.g., the first Monday of each month).

Allocation menu. Repeated allocation setting.

💡 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.

Updating repeated allocation.

💡 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.

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