It is common to set up an activity to recur, to repeat on a regular basis. For example, you may want to schedule a bi-weekly meeting with a customer. In Method, this is known as a recurring activity, and it is set up within the activity itself by changing its frequency.

This article will outline how to create and modify recurring activities.

Creating a Recurring Activity

1. Create an activity as you normally would. 

2. Select the pencil icon to edit the Frequency of the activity. 

3. A panel on the right will show that allows you to configure the Recurrence. Select one of the four options of Daily, Weekly, Monthly, and Yearly

4. Configure the recurring activity based on the choice you made. The below image shows you a side by side comparison of each of the types of repeats. Note: the End Date, by default, is scheduled a year in advance.

5. Select Done and this will close the window but does NOT save the activity. 

6. The Frequency of the activity will be updated to show how the activity repeats. In the below image, the activity is repeating daily until December 21st, 2018. Note: The start and end times of this activity is NOT the start and end time of each occurrence.

7. When you are happy with the activity, click Save & Back. All the recurring activities will be created and the current activity you are working on will be the master template for them.

How to Update Every Recurring Activity

If you wish to edit ALL the occurrences, and not just one occurence, you will need to update the master schedule of the recurring activities.

Note: there is a difference between updating just one occurrence, and having an update apply to all occurrences. Make sure you are updating the correct activity before saving. 

1. Find a recurring activity within your activities list and select it. In the below image, there are four activities belonging to a daily recurrence. We could select any one of them.

2. Once you select an activity, you will open up the single instance of the daily recurrence. This is not the master schedule though. You can tell it is a single instance because at the top right, it will say Recurring Activity. This is NOT the activity to update.

3. Under Frequency, find and click Go to schedule of recurring activities

4. This will take you to the master template for the activity recurrences. You will see on the right it now says Schedule of Recurring Activities and the reference number will change as well. This is the activity you will need to modify.

5. If you scroll down, you will find a list of all the recurring activites attached to this master schedule. 

  • Selecting an activity in the grid will take you to that individual activity recurrence.
  • Clicking the trashcan will delete that one recurrence.
  • The Modified column indicates if an activity recurrence has been edited and orphaned from the master schedule. Any changes you make to this master schedule of recurring activities will not affect any modified, orphaned activities.

6. Once you are finished with your changes, you can save the activity. 

  • Clicking Save & Back will update all the activity recurrences with the changes you made, except for any recurrence marked as modified. 
  • Clicking Delete will delete all of the recurring activities. It will aslo delete the activities that have been marked as modified. 

How to Update Just One Activity Occurrence

If you wish to edit just one of the recurring activities, (for example, if you need to change the time), and not all of the activities. just select it in the acitivities list and make the change.

Note: there is a difference between updating just one occurrence, and having an update apply to all occurrences. Make sure you are updating the correct activity before saving. 

1. Find the recurring activity within your activities list and select it. In the below image, there are four activities belonging to a daily recurrence. Let's say the activity on the 14th, which is a Friday, needs to be changed to 1:00.

2. Once you select an activity, you will open up the single instance of the daily recurrence. On the right, it will be titled Recurring Activity. This is the activity you will make updates to.

3. Once you've made your changes, click Save & Back

This activity now has become orphaned from the original recurrences. That means any changes made to the original master Schedule of Recurring Activities will not affect this orphaned activity. 

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