Recurring Task/Subtask Lists
I would like to set up a list that contains a header (or task) and list of subtasks. (I would like to set things up this way so I can collapse the subtasks.) I would like to check off the subtasks as I go through the day. And I would like the entire list to recur every day. For example:
As I eat breakfast, I check it off; etc. The next day, the entire list appears again.
What would be the best way to do this?
The best way would be to type *Healthy Habits as the main task name. Adding the asterisk in front of it would remove the check box and make a header out of this task.
Next, simply set all tasks below as sub-tasks of this header. To set a subtask you can use the arrow icons on he right side of the task input box or the keyboard shortcuts Ctrl+RightArrow and Ctrl+LeftArrow to indent/unindent a task which adding or editing it.
Each sub-task can have a date: "every day" so once you check it off it will become due tomorrow.
Thank you, David. Would I need to set *Healthy Habits to recur every day, or would that happen automatically because its subtasks recur every day?
If "*Healthy Habits" will have an asterisk at the front, then please don't add any due date to it as you won't be able to check it off anyway (a header won't have a checbox). If you want to check off "Healthy Habits" in general, then don't add an asterisk and you can add a due date to it.
It depends on what you want to do with this task. It's not required to set any due date for it as the subtask will recur independently according to their own due dates regardless of what or if their parent task has a due date.
David, thank you, but I'm still a bit confused. I don't really care if I specifically check off the header/task 'Healthy Habits' every day. (So I'm fine leaving it as a header.) But I would want the header 'Healthy Habits' to show up every day, since I want to be able to collapse its subtasks in the Today/7 Days views. In other words, I want to be able to check off the subtasks each day, but I want to be able to collapse these subtasks every day under the header 'Healthy Habits'.
So: if I leave 'Healthy Habits' as a header and set each of its subtasks to recur every day, will the subtasks appear every day under their header?
Within the project view, the sub-tasks will be under the parent task and you'll be able to collapse them. On the "today" or "7 days" view, all tasks with the due date of today will be displayed regardless of their indent level, so all sub-tasks will be shown as regular tasks.
If the header won't have a due date, it won't show there at all. If it would also have a due date, it will show up as well with an option to collapse or expand its sub-tasks, but each sub-task would still be shown by itself of this list.
The alternative way to show all sub-tasks while having a reference to the "Healthy Habits" would be to simply create a new project or sub-project and call the project "Healthy Habits". This way, on the "7 days" view, you would see the name of the project on the right side which would be "Healthy Habits" and you wouldn't have to create the header at all.
Thanks, David. Since I would most want to minimize the clutter in my Today/7Day task lists, I'm not sure any of these would help. It sounds to me like the best workaround is this:
Create *Healthy Habits header and recur every day;
Create the subtasks with no due dates;
Check off the subtasks as I do them each day;
At the end of the day, uncheck the subtasks and "postpone" the header so the header and subtasks are moved to the next day.
Hopefully, this will work.
Thank you for your help, David, as always.
Yes, this will also work as it will only show the parent task on your 7 days list due to the lack of dates for the sub-tasks, however, it would be a better idea not to add the asterisk in the "Healthy Habits" parent task otherwise it won't have a checkbox. Sub-tasks can be created under any task, it doesn't have to be a header.
Okay, thank you so much, David!
Rather than starting another thread, I'd like to piggy back on this thread.
So, if I'm not mistaken, there is no way to set up a task/subtask structure whereby (1) the (parent) task become completed only when all the (daughter) subtasks are completed and (2) the following recurrence takes place based on the setup of the parent task?
I'm trying to achieve this: set up a task of backing up all computers at home, with subtask for each computer. Since it sometimes takes a day or two to back up all the computers at home, I want the (parent) task to become completed only when the last computer has been backed up. When that happens, I want the parent task to become completed for this cycle and its next recurrence to be set up (in 2 months in my case).
So, this is not feasible now?
You can complete the parent task at any time, and it will move to the next occurrence.
You can complete the sub-tasks, but it will not complete the parent task. This is how it currently works. Though we hope to improve this in the future.
1. So, completing all the subtasks under a parent task does not automatically complete the parent task and set up its next recurrence? I'd like to have that feature in the future.
2. I want some kind of mechanism to prevent checking the parent task as "complete" before all the subtasks have been completed. It's easy to check the box accidentally. Is this possible now?
Unfortunately there is no way to prevent checking the parent task but we will consider this for future updates.
If you don't have too many computers, instead of creating a task.sub-task structure for this, you can simply create 3 separate tasks:
- BACKUP - computer 1
- BACKUP - computer 2
Or even create a "Backup" or "Maintenance" sub-project with these tasks all being on the parent level.
That's an idea too. BUT both of your suggestions will create multiple recurrences and due dates. Too much hassle. (I have seven computers/laptops/mobile devices at home)
I want to deal with just one nice set of recurrence/due date that goes into a new cycle when I complete all components (whether you make them tasks or subtasks) of the set.
Technically, they won't. You check off 2 out of 4, you'll just see 2 remaining, you check them off later when done - and they're gone from your today/7 days/20 days overviews until the time comes.
Note - if you use a date formula such as "every 25" for every 25th day of the month, then even if some will be completed on 28th of 1st day of the next month - all of them will be then rescheduled exactly to the 25th day of the next month.
But of course, you're free to choose any method you prefer, Todoist gives different options to achieve a similar goal :)
Yes, your description is consistent with my understanding.
But I user "after 2 months starting ****", not "every 25th starting ***". Under this recurrent scheme, there is no way to coincide the next recurrence of multiple tasks that are completed on different days. I was hoping a parent task-subtasks would take care of that issue.
Indeed, that won't work. If you would use "every 2 months starting...", then it would work because the completion would always push the date 60 days later based on its previous date. The "after" formula, on the other hand, considers the day you check the task off as the point of reference.
That said, having just the parent task with a due date or using notes would work better for you.
Ok, I hope I'm not asking a question that was already addressed above. (I don't think it has been.)
After I completed all the subtasks, I checked off the parent task which had a recurring due date. This created a new cycle of a parent task for next due date. What it did NOT do is clear the check boxes in front of the sub-tasks! I was hoping that a recurring parent task would serve as a mini checklist, which will set up a new set of uncompleted subtasks each time the parent tasks goes into a new cycle. Any plan to change this behavior?
This is indeed an expected behavior. If all sub-tasks are supposed to recur, please set a recurring date for them too. You can hold the CTRL key and left-click on each task/sub-task to multi-select them and then use the "Change date" option at the top to set the same due date for all selected tasks, in case all should have the same date.
We may consider adding an option that would "reset" sub-tasks upon completion of their recurring parent task and you're welcome to add a request for such feature to our Votebox: http://todoist.com/Vote/
@ David, is there any way to achieve what I want to achieve using other schemes? Can a project have a recurring due date of its own which refreshes all the tasks under it on a new cycle?
Unfortunately not. The only "alternative" would be to prepare a project with these tasks, export it and then simply import this task structure. You could even have the parent task non-recurring and once you check it off and all sub-tasks will be gone, you can import the same structure from a file.
Please refer to this video to see how it works: https://www.youtube.com/watch?v=_Rl_CLGY_3o