Knowledge base

How do I import repetitions on tasks?

It is possible to import up to four repetitions on tasks, when importing tasks using import filters. Just select the appropriate column from your CSV-file in one of the fields named "Repetition".

The repetion should be specified as described below. You should probably always enclose the repetition in quotes " ", as it may contain commas (,) which will otherwise cause problems for the CSV file.

Format

A repetition needs to be specified as follows.

For tasks of the type repeat - exact times, the format is:

<periodname> <perioddetails> <fromtime> <totime> <userinitials> [<daystodeadline> [<nextdate>]] [<parameters>]

You may specify multiple user initials, to plan for multiple users; initials should be seperated by space.

For tasks of the type repeat - loose times, the format is:

<periodname> <perioddetails> <fromtime> <totime> <daystodeadline> [<nextdate>] [<parameters>]

A name in <> simply means that it is a field, it should be replaced with some value. Something in [ ] means that it is optional. There must be at least one space between each field; spaces are not allowed within a field, with the exception of <userinitials> and <parameters> where space seperates the initials/parameters. 

Examples

“Monthly FirstThu 10:00 12:00 HBP MSA”

First Thursday in each month; 10:00 to 12:00; for users HBP and MSA

“OddMonths 20 20:00 23:00 HBP SC”

Odd months on the 20th at 20:00 to 23:00 for users HBP and SC

“EvenMonths LastDay 20:00 23:00 HBP SC”

The last day of every even months from 20:00 to 23:00 for users HBP and SC

“MonthsJanAprJulOct 1 12:00 15:00 AB”

Every January, April, July and October 1st from 12:00 to 15:00 for user AB

“Annually 3Dec 10:00 11:30 QZ”

Every year on December 3rd from 10:00 to 11:30 for user QZ

“OddYears 12Dec 06:15 09:00 CC”

December 12th on odd years from 06:15 to 09:00 for user CC

“Daily 12:00 17:00 KL”

Every day from 12:00 to 17:00 for user KL

"Weekly Mon 10:00 14:00 KL StartDate=2022-01-01 EndDate=2022-12-31 NeverMonths=MarNov"

Every Monday in 2022, except in March and November

"4Weeks Fri 08:00 12:00 SC MS Offset=2022-01-23"

Friday in every 4th week, the week that includes 2022-01-23 is one of those match

"4Months Fri 08:00 12:00 SC MS Offset=2022-01-23"

Friday in every 4th month, the month that includes 2022-01-23 is one of those match

Repeat - loose times

For task of the type repeat - loose times the follow examples also apply.

“EveryNDays 14 20:00 23:00 -14”

'-14' means: 14 days to deadline

“EveryNWeeks 6 20:00 23:00 -14 2022-06-01”

next date is included

“EveryNMonths 2 20:00 23:00 -14”


Period name

This should be one of the following:

Period name

Description

Period details

Comments

Daily

Do it every day

-

The field <perioddetails> must not be included

Monthly

Do it on a specific day every month

<monthday>


OddMonths

Do it on a specific day in January, March etc

<monthday>


EvenMonths

Do it on a specific day in February, April etc

<monthday>


Months<monthlist>

Do it on a specific day in the selected months

<monthday>


Annually

Do it on a specific day once a year

<yearday>


OddYears

Do it on a specific day in 2023, 2025 etc

<yearday>


EvenYears

Do it on a specific day in 2022, 2024 etc

<yearday>


Weekly

Do it every week on selected week days

<weekdays>


OddWeeks

Do it in week 1,3,5 etc on selected week days

<weekdays>


EvenWeeks

Do it in week 2,4,6 etc on selected week days

<weekdays>


EveryNDays

Do it with an interval of a fixed number of days

<N>  = number of days

Only for repeat - loose times

EveryNWeeks

Do it with an interval of a fixed number of weeks

<N> = number of weeks

Only for repeat - loose times

EveryNMonths

Do it with an interval of a fixed number of months

<N> = number of months

Only for repeat - loose times

StartDate

Do it just once, on a date that depends on the context

-


WeekNos

Do it in selected weeks, on selected week days

<weeklist>,<weekdays>

There are two comma-seperated values in the <perioddetails> field

Week<N><I>

Do it in the I'th week of each N-weeks period, on selected week days

<weekdays>

N=3,4,5,6; I=1,2,...N; f.ex. Week42 or Week31

Year<N><I>

Do it on a specified day in the I'th year of each N-year period

<yearday>

N=3,4,5; I=1,2,...N, f.ex. Year33

<N>WeeksPeriodic

Do it every N'th week, on selected week days

<weekdays>

F.ex 60WeeksPeriodic; the Offset parameter specifies when the period starts

<N>Days

Do it every N'th day, on selected week days

<weekdays>

The Offset parameter specifies when the period starts

<N>Weeks

Do it every N'th week, on selected week days

<weekdays>

The Offset parameter specifies when the period starts

<N>Months

Do it every N'th month, on selected week days

<weekdays>

The Offset parameter specifies when the period starts

<N>Years

Do it every N'th year, on selected week days

<weekdays

The Offset parameter specifies when the period starts


Daily, StartDate

The field <perioddetails> should not be included.

Example:

“Daily 12:00 17:00 HBP SC”

every day from 12:00 to 17:00

Monthly, OddMonths, EvenMonths, Months<monthlist>

<perioddetails> then specifies the day of the month, either:

For Months<monthlist> the field <monthlist> is a list of 3-letter month names, eg. JanAprDec.

Examples:

“Monthly 3 10:00 12:00 HBP MS”

the 3rd in every month

“Monthly LastDay 10:00 12:00 HBP MS”

the last day of every month

“OddMonths SecondMon 10:00 12:00 HBP MS”

2nd Monday in odd months

“MonthsJanFebApr FirstFri 10:00 12:00 HBP MS”

first Friday in January,February and April

Annually, OddYears, EvenYears, Year31, Year32, Year33, Year41 - Year44, Year51 - Year55

<perioddetails> then specifies the day of the year as NNXXX where NN is a date and XXX is a month.

2022 is included in Year31, Year42 and Year52, 2023 is included in Year32, Year43 and Year53.

Examples:

“Annually 20Jan 10:00 12:00 HBP MS”

20th of January every year

“OddYears 5Feb 10:00 12:00 MS HBP”

5th of Feb. in odd years

Weekly, OddWeeks, EvenWeeks, Week31, Week32, Week33, Week41 - Week44, Week51 - Week55, Week61 - Week66

<perioddetails> then specifies the weekdays as a list. Week 1 of a year is included in Week31, Week41, Week51 and Week61.

Example:

“Weekly MonFri 10:00 12:00 HBP MS”

Monday and Friday every week

WeekNos

<perioddetails> specifies a list of week numbers and a list of week days.

Example:

"WeekNos 1,2,3,4,SatSun 10:00 12:00 HBP"

Saturday and Sundays in the first 4 weeks of the year

<N>WeeksPeriodic

<perioddetails> specifies a list of week days

Example:

"7WeeksPeriodic SatSun 10:00 12:00 HBP SC MS Offset=2022-04-01"

Saturday and Sundays in every 7th week, week 1 is the week containing 2022-04-01

<N>Days, <N>Weeks, <N>Months, <N>Years

<perioddetails> specifies a list of week days

Example:

"6Weeks SatSun 10:00 12:00 HBP SC MS Offset=2022-04-01"

Saturdays and Sundays in every 6th week, week 0 is the week containing 2022-04-01, weeks 0,6,12,etc match

EveryNDays, EveryNWeeks, EveryNMonths

<perioddetails> is a number of days/weeks/months

This only applies to tasks of type repeat - loose times and also specifies how the task is restarted, by specifying the days to deadline and next date.

Examples:

"EveryNDays 11 10:00 12:00 HBP SC MS -10 2022-04-01"

Every 11 days

Field types

Week days are months are specified as the english three letter abbreviations.

monthday

Specifies a day in a month

See below

weekdays

List of week days

F.ex. MonTueWedThuFri or FriSatSun or MonSunHol;  Hol means holidays

yearday

Specifies a day and month

F.ex. 24Dec or 1Mar or 17Aug

weeklist

Comma-seperated list of week numbers

F.ex. 1,2,4,11,42

monthlist

List of months

F.ex. JanFebMar or JunJulAugSep

monthday

<N>

the N. day of the month

LastDay

the last day of the month

LastWorkday

the last workday (Mon - Fri) of the month

FirstWorkday

the first workday of the month

Last<XXX>

XXX is either Mon or Tue or Wed etc

Pneultimate<XXX>

XXX is either Mon or Tue or Wed etc

First<XXX>

XXX is either Mon or Tue or Wed etc

Second<XXX>

XXX is either Mon or Tue or Wed etc

Third<XXX>

XXX is either Mon or Tue or Wed etc

Fourth<XXX>

XXX is either Mon or Tue or Wed etc

Parameters

Various parameters may be added to the end of the repetition; this is necessary as the repetition format cannot hold all the information the  various repetition types require.

Each parameter consists of a name, followed by an equal sign (=), followed by a value. No space is allowed within a parameter.

StartDate

Date

Don't match any date before this date

EndDate

Date

Don't match any date after this date

Holidays

Either "allow" or "global" or "skip" or "skip-weekend",

default is "allow"

How holidays are handled

allow: allow the repetition to match holidays

global: use a global setting to determine how to handle holidats

skip: skip to next workday

skip-weekend: skip to next workday or weekend

NeverMonths

<monthlist>

A list of month that should never match

Offset

Date

Required for <N>Days, <N>Weeks, <N>Months, <N>Years and <N>WeeksPeriodic;

specifies a date that indicates when the 0th period is; periods 0, N, N+1, N+2 etc match 

Locked

Either 0 (not locked) or 1 (locked)

Affects the plannings that are created from the repetition: indicates if the planning should be locked; 

Warning

Comma seperated list of user initials

Affects the plannings that are created from the repetition: indicates that a warning should sent if the user doesn't check in on the task, and it should also be sent to the list of users