Setting up recurring schedule items
Use the
Recurrence
dialog to set up recurring schedule items such as meetings, scheduled phone calls, or to-do items.- Open the meeting, scheduled phone call, or to do item.To open a schedule item, do one of the following:
- Select the arrow next to theAddbutton on the toolbar, and select a schedule item from the drop-down menu.
- Right-click an item in theManage Staffscreen, and chooseAddorEdit.
- Double-click a schedule item in the calendar.
- Select the Recurrence
button. - Select theUse Specified Ruleoption.noteTo remove the recurrence from a schedule item, select theNoneoption so that the application does not generate any future occurrences.
- Select the appropriate recurrence settings for the schedule item.Recurrence settingSelectionFrequencyIn thePatternfield, select how often the item occurs from the drop-down list. The available options change depending on the frequency you select.noteIf you selectNonefor the recurrence, no due date options are available.Target datesEnter the number ofmonth(s)and/orday(s)before the complete date that the recurring schedule item should start.Expiration
- Select theNo end dateoption for ongoing schedule items.
- Select theEnd afteroption and enter the number of occurrences to generate a limited number of schedule items.
- Select theEnd byoption and select a date from the drop-down calendar to end the recurrence by a specific date.
GenerationGenerate the next Schedule Item:- When I manually create it: Select this option to manually generate the next schedule item.
- month(s) / day(s) before the next occurrence: Select this option and enter the number of months and/or days before the next recurring schedule item. This option allows you to postpone generation of future schedule items until closer to their due date.
- Generate all: Select this option to generate all of the schedule items now and to add the items to the calendar.
- SelectOK.