Recurring Tasks

When you set a task to repeat, you’re actually creating a Template. It’s not the task itself, but rather a rule that tells the app to automatically generate new tasks in the future.

The Template is the «master copy» of your task with recurrence settings. You can recognize it in the task list by the repeat icon to the left of its name.

An Instance is a specific, real task created according to that rule for a certain date. It has a regular checkbox ☐ on the left.

The app automatically creates up to 60 upcoming instances (no more than 2 years ahead), and you can view them in the Plans and Calendar sections.

Editing: What’s the Difference?

This is the most important part when working with recurring tasks:

• Editing a specific task instance (for example, changing the date or renaming it) affects only that instance — it does not modify the template or other future tasks.
• Editing the recurrence template applies to all future instances that haven’t been created yet, as well as existing incomplete ones that haven’t been manually edited. Instances that were modified manually will keep their individual parameters and won’t be updated when the template changes.

How to Find, Edit, and Hide a Template

• Find: If you see only a task instance, click it and select “Go to template”.
• Edit: Once you’ve located the template, open its recurrence settings using any of the methods described above.

The context menu of a task instance includes the option “Delete template and all its tasks”. When you choose this action, both the template and all its related recurring tasks — future and existing instances — will be deleted.

Before choosing a recurrence interval type, note two general settings that apply to all recurrence modes:

In the settings window, there’s an option called «Create a new one only after the previous one is completed.»

• If the box is unchecked (default): The app will immediately create all future task instances (up to 60 recurrences ahead), and you’ll see them in the Plans and Calendar sections.
• If the box is checked: The app will create only the next instance. A new task will appear only after you complete the previous one. This helps keep your calendar uncluttered, but with this setting, you won’t see future instances in your schedule.

For any interval, you can also specify:

1. Start and end time of the task.
2. Start date of recurrences.
3. End condition: never, after a certain number of repetitions, or on a specific date.

Daily

Recurrence with a day interval. The default is “1 day”, but you can set any value up to 100.

Example: “Water the plants” every 3 days.

Weekly

Here you can set a recurrence interval in weeks and select specific weekdays.

Example 1: “Weekly report” repeating every 1 week on Fridays.

Example 2: “Workout” repeating every 2 weeks on Tuesdays and Thursdays.

Monthly

A flexible mode with multiple options:

• Repeat by date: Specify exact days of the month (e.g., 15 and 25).
• Repeat by weekday: Set a recurrence for a specific weekday of the month (e.g., every second Wednesday).
• Repeat on the last day of the month: To make the task always appear on the last day of the month (28, 29, 30, or 31), select the 31st. The app will automatically adjust the date.
• Repeat on the last weekday of the month: Select a weekday (e.g., Saturday) and choose “Last” instead of the week number.

Example: “Pay rent” on the 25th of each month or “Deep cleaning” on the last Saturday of each month.

Yearly

Similar to the monthly recurrence, but with a yearly interval. You can select specific dates or weekdays.

Example: “Send birthday greetings” on April 10 every 1 year.

If you need the same task from time to time but don’t want it to be created automatically on a recurring schedule, you can use any regular task as a template. Create and set it up once, and when you need the task again, just make a copy. For more details, see «Copy-Paste».

To make task templates easier to find, add the «template» tag to them. Tags let you collect tasks from different projects in one list and quickly find what you need. You can convert template tasks into notes so you don’t accidentally mark them as completed. Then, when you need the task, just copy the template note and convert it back into a task.

Using templates this way involves a few simple steps:

1. Create template tasks. Add descriptions, checklists, and any other parameters you need. Add the «template» tag to each task.
2. Convert these template tasks into notes: task menu → Convert to Note.
3. When you need to add a task from a template, find it and make a copy.
   1. Select the note.
   2. Press ⌘ Cmd / Ctrl + C or right-click it and select «Copy».
   1. Tap and hold the note.
   2. Select «Copy».
4. Paste it into the нужный project.
5. Convert the copy into a task and edit it if needed.

There are several ways to quickly find a template task:

• Using the Tags panel. Select the «template» tag to see all tasks marked with it.
• Using the filter. In the filter, choose the «Tags» parameter and select the «template» tag. If you use this filter often, save it to «Favorites».
• Using search. If you remember the task title or text from its note or checklist, find it through search. Global search looks through the entire app database.
• Using «Favorites». You can add a frequently used template task to «Favorites» so you can quickly open it from the sidebar.

Sometimes it’s convenient to keep all templates in one list. You can create a notebook called «Templates,» add section dividers for different topics or areas, and create templates in the appropriate sections of that notebook. In this case, you may not even need the «template» tag, since all template notes will already be available in one place.