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The table below provides an overview of the site admin settings that control the behaviour of periodic templates in Office and Field.

Click the blue links on the left to access full instructions for each setting.

SettingDescription
Frequency Editable in Field [Manager]Check this box to allow Manager users to edit the frequency of periodics via the Field interface.
Frequency Editable in Field [Base]Check this box to allow Base users to edit the frequency of periodics via the Field interface.
Automatically Generate New TasksCheck this box to enable automatic generation of new tasks from periodic templates.
All Users to Manually Generate New TasksCheck this box to allow all users to manually generate new tasks from periodic templates.
Next Due Date Calculation

Select a default next due date calculation for periodic tasks to generate:

  • Due date
  • Due date (do not generate if open task exists)
  • Last completion date
Allow Periodic Tasks to Generate on Weekends

Check this box if you want periodic tasks to generate on the date scheduled and not adjust for weekends.
Otherwise periodic tasks will ignore weekends and are automatically moved to the nearest weekday.

Default Periodic Task Note RestrictionsSet the defaults for who has access to periodic task notes.

Refer to Create a Periodic Task Template for more information.