Project auto-reoccurring only once closed, not past due or closed before due.
K
Kacy Pennypacker
Could we have a way to ONLY make projects reoccur once a project is closed? Not just closed or past due date? I don't see any way to control the regeneration of projects besides if it closed before due date or if the due date occurs and it is not closed. This makes more and more projects auto generate and make things very crowded and clunky, even confusing. The only other way I can see right now is turning the auto-reoccur off which has the risk of employees not generating the next project needed. I feel like this option would be helpful keeping things less chaotic if things get behind.
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Merged in a post:
Recur only when a project is completed—not when its due date passes
J
Joel Seay
Please add a “Recur only when completed” option for weekly and monthly recurring projects.
I want the next project created only when I complete or close the current project, even if the current project is overdue. The due date should remain a deadline for tracking the work, but should not automatically trigger creation of the next project.
The next project should copy the latest version of the current client project—not start over from the original master template. This should preserve client-specific customizations, including added or removed tasks, task instructions, and follow-up items set to recur. Recurring tasks should start incomplete in the new project.
For example, I create a client’s September bookkeeping project from a master template, then customize the checklist and add follow-up items. If the project is due 10/15/26 but I finish on 10/20/26, October’s project should be created only when I finish on 10/20/26, using September’s customized checklist.
The existing options don’t accomplish both requirements:
• Standard recurrence carries project changes forward, but also generates the next project when the due date passes.
• The Create Project automation can be triggered by completion, but builds from a selected template rather than the current customized project.
Essentially, I’m requesting the existing recurring-project functionality with an option to disable the due-date trigger. The next project would retain the same client and advance the dates and accounting period according to the recurrence schedule.
My current workaround is to extend due dates so I finish before they trigger recurrence. A completion-only option would let me use meaningful deadlines without generating future projects prematurely.
D
David Bute
This is a good point in the fact of training new staff on how FC works, they get overwhelmed. To help our team, we created a "Current Year " " Tax Return" Tag or whatever the tag necessary is. But it would be helpful to allow recurring projects only to happen once a project is closed.