Recurring tasks: a series and its occurrences

Completing October’s report should not complete November’s report. A repeating task has dated occurrences, and completion applies to the occurrence you are viewing.

Check the displayed date

Before checking a recurring item, inspect the occurrence date. In event details, the completion label identifies the date that will be completed. Save the change and inspect a later occurrence to confirm it is still open.

Completion is not the same as editing the series

• Complete an occurrence: records that one dated task as done.
• This occurrence: changes the selected occurrence’s scheduling details.
• This and following occurrences: changes the future part of the schedule.
• Entire series: applies the edit across the series. Read any warning about existing exceptions before saving.
• Stop repeating after this date: ends future repetition. Use it when the recurring work has genuinely finished.

Importance belongs to the repeating task as a whole. Marking it Critical therefore affects the series; it is not a private priority for just one date.

Choose reliable monthly dates

A monthly rule for the 31st skips months without that day. A yearly 29 February rule skips years without that date. If your work must happen every month, choose a date that exists in every month or deliberately manage exceptions.

Reminders need their own settings

A repeating Calendar schedule describes when an item occurs. Do not assume that it creates a repeating email reminder. Review the event’s alert settings, recipients and delivery options separately.

Try this with the monthly company reporting walkthrough.

Open the illustrated tutorial and online film.