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To create a repeating (recurring) plan:

  1. Create a plan in any way you like.

  2. In the Plan Time form, select one of the Repeat options: Weekly or Bi-weekly (every other week).

  3. Set the Until date (inclusive) for when you want this plan to stop repeating.

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You can also repeat period plans which span over multiple days. For example, you may want to create a plan for 30 minutes every Tuesday, Wednesday, and Thursday afternoon to touch base with your teams.

  1. In the Plan Time form, select the Period checkbox.

  2. Set the start date (Dates) and the end date (To) of the period.

  3. Select one of the Repeat options: Weekly or Bi-weekly (every other week).

  4. Set the Until date (inclusive) for when you want this plan to stop repeating.

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Editing Repeating Plans

You can edit a repeating plan in two ways:

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To do this, she clicks on the parent plan and changes the Date to April 9th. The original parent plan is removed, and the new parent plan with the updated planned time of 4h will appear on April 9th and repeat every week until the end of the period.

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Deleting Repeating Plans

  1. Click the (...) in the corner of the parent plan of the repeating series and choose Delete, or click the "x" in the corner of a child plan.

  2. Choose what you want to delete:

    • All plans in this series. or

    • The selected plan and upcoming plans in this series. You can't delete an individual plan in a repeating series.

  3. Click Delete to confirm.

    Delete plan form