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Repeating actions within a repeating project Thread Tools Search this Thread Display Modes
I have repeating projects, like an annual report, which has a number of actions with different start dates (and sometimes due dates). When the annual report is done, I wish to have a fresh (all actions incomplete) project auto-generated. The project itself is recurring, and I set a start date for it, and 'repeat from the assigned date'. Thus when the project is complete, a new project will be created.

1) What I haven't spent the time to figure out, is best practice for the actions within it that have start dates. I.e., should I make them repeating, in addition to the project's repeat, since the repeat dates are often different?

2) I add some actions to the project that are specific to the current (active) project, which I may or may not use in subsequent incarnations, however I'd like to carry the actions forward just in case. I could mark mark them as complete (and make a note "not done this year"), then delete them once the project is complete (but they will remain in the next incarnation).

If people have other methods, I'd love to hear about them.


I wrote the Populate Template Placeholders script to handle most everything you're interested in doing. You can check it out on my software page. It's really good at handling the date issues. The drawbacks for your use are:
  • it's not "baked in" to OF
  • the project doesn't auto-repeat (I generally have a repeating single action that tells me to activate a fresh copy of a project template as needed.)
  • you have to edit the template if you want to keep changes for future occurrences of the project

So, it's not a perfect match, but you might find it helpful. The script comes with a short example and a description of how to use it.


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