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 the Add
button on the toolbar, and select a schedule item from the drop-down menu.

Right-click an item in the

Manage Staff

screen, and choose Add
or Edit
.

Double-click a schedule item in the calendar.

Select the Recurrence

button.

Select the Use Specified Rule
option.

note

To remove the recurrence from a schedule item, select the None
option so that the application does not generate any future occurrences.

Select the appropriate recurrence settings for the schedule item.

Recurrence setting	Selection
Frequency	In the Pattern field, select how often the item occurs from the drop-down list. The available options change depending on the frequency you select. note If you select None for the recurrence, no due date options are available.
Target dates	Enter the number of month(s) and/or day(s) before the complete date that the recurring schedule item should start.
Expiration	Select the No end date option for ongoing schedule items. Select the End after option and enter the number of occurrences to generate a limited number of schedule items. Select the End by option and select a date from the drop-down calendar to end the recurrence by a specific date.
Generation	Generate 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.

Select OK
.

This article applies to: