First create an Action from a Standard Action, or as an Ad Hoc Action. See How To Create an Action for details.
•Make adjustments to details in the Action Form as necessary
•Tick the Repeatable Action check box in the Action Details section, which displays the Action Dates tab
•Click the Action Dates tab
•If you want the values in your Action User Fields to carry over to the Succeeding Action that is created, when you Complete this Action, tick the ‘Copy User Fields To Succeeding Actions’ checkbox
•If you want attached documents, to carry over to the Succeeding Action that is created, when you Complete this Action, tick the ‘Copy Document Links To Succeeding Actions’ checkbox
•From the Dates section of the Task Window, click New Schedule
•Select the Schedule Type:
•Select ‘Limited’ if the schedule is for a fixed number of cycles
•Select ‘Unlimited From Start Date’ to make the schedule use the Action Start Date to begin with
•Select ‘Unlimited From Completion Date’ to make the schedule use the Action Completion Date to begin with
•Select the time unit from the Unit column e.g. Month
•Set the Duration (Interval) of time units:
Things to be aware of:
Repeatable Actions are an integral part of forecasting work plans and budgets. Refer to Action Forecasting for more info.
If a Master Action is a Repeatable Action, it cannot have Repeatable Sub-Actions.
If a Master Repeatable Action and its Sub-Actions are all Completed, a new Master Repeatable Action is created with new Sub-Actions, all on the Master Action schedule not their own.
When completing a Master Action, if there are repeatable Sub-Actions, a message will pop-up, asking if a new Master Action is to be created for them:
•If Yes, the new Master Action will have new repeatable Sub-Actions automatically assigned, based on those completed on the preceeding Master Action
•If No, the new Sub-Actions will be created but will not be assigned to any Master Action and can then be managed individually. If subsequently a Master Action is created from the preceeding Master Action, the new Sub-Actions will be attached to it