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.
Setting |
Description |
|---|---|
| Automatically Generate New Tasks | Check this box to enable automatic generation of new tasks from periodic templates. |
| All Users to Manually Generate New Tasks | Check 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:
|
| 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 Restrictions | Set the defaults for who has access to periodic task notes. |
Refer to Create a Periodic Task Template for more information