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dmistry
Level 8

How to create recurring tasks in SharePoint task list using recurrence trigger

Hi, 

 

I am using SharePoint OOTB task list in classic UI. I am aware that the recurring task is something not availabe in the ootb task list. I have a frequency choice column with choices: Annually, Monthly, Semi Annually and Quarterly. Also a flow that triggers when a task is marked as completed, when ran, it creates another task with metadata of the competed task and a new due date based o frequency value. Below is the screenshot.

 

Capture.PNG

Above is the flow for case when status is completed and frequency is Monthly.

Due Date formula: 

addDays(startOfMonth(addToTime(triggerBody()['DueDate'],1,'Month')),sub(dayOfMonth(triggerBody()['DueDate']),1),'yyyy-MM-dd')
 
Similarly I have three more flows setup for each remaining frequency value. The formula above for due date generates a new due date value based on frequency value and previous due date so since its monthly. It keeps the day value same but adds a month to the date.
 
However the above flow is not something that end client is agreeing functionality wise, they do not want recurring task to be added when a task is marked as completed. There will be a case when a task due on 3/2 is not yet marked as completed so new task for 4/2 won't be created until 3/2 is marked as completed so this is why above design is not suitable. So ideally they would like to see 4/2 task created even though 3/2 is not marked as completed.
 
I am running out of thoughts and options, I am looking to see if there is a way to create recurring tasks based on frequency value using the recurrence trigger available in flow and not by item created or modified trigger.
 
 
Can anyone shed some light on the recurring automation. 
1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: How to create recurring tasks in SharePoint task list using recurrence trigger

HI @dmistry ,

 

Do you want to create recurrence tasks using trigger Recurrence?

Please just add the trigger Recurrence, then get items from the Tasks list.

Add a Switch cases for each frequency so that you won’t need to create several flows for each remaining frequency value.

Under each case, add corresponding function to create recurrence tasks.

The function used in the Due date field is (got monthly frequency):

addDays(startOfMonth(addToTime(items('Apply_to_each')?['DueDate'],1,'Month')),sub(dayOfMonth(items('Apply_to_each')?['DueDate']),1),'yyyy-MM-dd')

1.PNG

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
2 REPLIES 2
Community Support Team
Community Support Team

Re: How to create recurring tasks in SharePoint task list using recurrence trigger

HI @dmistry ,

 

Do you want to create recurrence tasks using trigger Recurrence?

Please just add the trigger Recurrence, then get items from the Tasks list.

Add a Switch cases for each frequency so that you won’t need to create several flows for each remaining frequency value.

Under each case, add corresponding function to create recurrence tasks.

The function used in the Due date field is (got monthly frequency):

addDays(startOfMonth(addToTime(items('Apply_to_each')?['DueDate'],1,'Month')),sub(dayOfMonth(items('Apply_to_each')?['DueDate']),1),'yyyy-MM-dd')

1.PNG

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Kathomsen
Level: Powered On

Re: How to create recurring tasks in SharePoint task list using recurrence trigger

This requirement comes up a lot. Thanks

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