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This article applies to:

  • Product: Practice CS

Set up recurring schedule items

Use the
Recurrence
 dialog to set up recurring schedule items such as meetings, scheduled phone calls, or to-do items.
  1. Open the meeting, scheduled phone call, or to-do item.
    • Select the arrow next to the
      Add
       button on the toolbar, and then select a schedule item from the drop-down menu.
    • Right-click an item in the
      Manage Staff
       screen, and then choose
      Add
       or
      Edit
      .
    • Double-click a schedule item in the calendar.
  2. Open the
    Recurrence
     window.
    Select the
    Recurrence
     button.
  3. Turn on recurrence for the schedule item.
    Select the
    Use Specified Rule
     option.
    note
    To remove recurrence from a schedule item, select the
    None
     option so that no future occurrences are generated.
  4. Select the recurrence settings for the schedule item.
    • Frequency:
       In the
      Pattern
       field, select how often the item occurs. 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 months and/or days before the complete date that the recurring schedule item should start.
    • Expiration:
       Select one of the following options:
      • Select
        No end date
         for ongoing schedule items.
      • Select
        End after
         and enter the number of occurrences to generate a limited number of schedule items.
      • Select
        End by
         and select a date from the calendar to end the recurrence on a specific date.
    • Generation:
       In the
      Generate the next Schedule Item
       section, select one of the following options:
      • When I manually create it
         to manually, generate the next schedule item.
      • month(s) / day(s) before the next occurrence
         to postpone generation until a specified number of months and/or days before the next recurring item.
      • Generate all
         to generate all schedule items immediately and add them to the calendar.
  5. Save the recurrence settings.
    Select
    OK
    .
The schedule item is configured to recur according to the settings you selected.

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