Who is this article for?

Users who want to learn more about repeating Actions and Intervals.

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Understanding how to effectively manage repeating Actions within Lucidity Software is crucial for maintaining workflow efficiency and ensuring tasks are completed on time. This guide provides detailed insights into the creation, management, and modification of repeating Actions, along with user group control and re-opening closed Actions.

1. Repeating Actions
2. Repeating Intervals
   1. Daily
   2. Weekly
   3. Monthly
   4. Yearly
3. Adding a repeating Action
4. Removing a repeating Action
   1. Actions linked to Forms, Risks and Issues
5. Further reading

1. Repeating Actions

Actions can be set to repeat at specified intervals, automatically creating a new action with a due date set after the preceding action. Repeating actions can be created from both the My Actions and All Actions menus.

Video: Repeating Actions

2. Repeating Intervals

The following options are available to determine the interval between repeating actions:

2.1. Daily

• The action will repeat each day.

2.2. Weekly 

• The action will repeat each week, or
• Every 'x' weeks, where x can be from 1 to 52.
• For weekly repeating actions, a specific day of the week is selected, e.g., every third Tuesday.

2.3. Monthly

• The action will repeat each month, or
• Every 'x' months, where x can be from 1 to 12.
• For monthly repeating actions, a specific day of the month (1-28) or the 'last' day can be selected, e.g., every 3 months on the last day of the month.

2.4. Yearly

• Once per year on the day selected using the date chooser.

3. Adding a repeating Action

To make an action a repeating action from the My Actions or All Actions page:

1. Click Add New.
2. Enter all Action details as explained in the Add Action section above.
3. Click in the Due Date cell.

4. In the popover that appears, select the first day the action is due - this will be the first instance of the action.
5. Click Set to repeat? to open the repeating actions options.
6. Select the interval for the repeating action. This will determine when the next action repeats, starting from the date of this action.
7. Click Close to close the date chooser.

The first action date will now be shown in the cell, along with a recurring icon:

• Hovering over the recurring icon will display the recurring details without opening the date popover.

• Click Save to save the action and assign it to the actionee(s).

4. Removing a repeating Action

To remove the recurrence from an action, from the Action edit screen:

1. Click within the Due Date cell.
2. In the pop-up that appears, click Remove repeat.
3. When the action is closed, no more will be created.
4. Click Close on the date selector.
5. Click Save.