NetClose - Set Tasks to Auto-Generate
Overview
In NetClose, users have the option to automatically generate tasks on a scheduled basis. The settings to automatically generate a task can be found on each NetClose Task record. If there is a specific time that a user wants tasks generated, then they should create a new deployment of the NetClose | Task - Auto Generate | MR script and schedule it at the time they would like it to run. The timezone for the schedule will be based on the timezone of the user that set the scheduled script. The walkthrough below explains how to setup up tasks to automaticallly generate.
Step-by-Step Process
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Update via CSV Import
To set many or all tasks to auto-generate, update the required fields via CSV Import. The only required fields in your file are Task Internal ID and the auto-generation fields. On Import Options, select Update instead of Add.
Task Auto Generation Examples
Example 1: Assume this example relates to calendar year-end.
MOST COMMONLY USED EXAMPLE
- Frequency: Monthly
- Auto Generation Day: -1
- Auto Generation Preferred Period: Current
- Preparer Due Date (Relative): 5
- December tasks will be generated on Dec. 31st with a due date that is 5 business days after Dec. 31st.
Example 2: Assume this example relates to calendar year-end.
- Frequency: Monthly
- Auto Generation Day: 1
- Auto Generation Preferred Period: Current
- Preparer Due Date (Relative): 5
- January tasks will be generated on Jan. 1st with a due date that is 5 business days from Jan. 31st.
Example 3: Assume this example relates to calendar year-end.
- Frequency: Monthly
- Auto Generation Day: -1
- Auto Generation Preferred Period: Next
- Preparer Due Date (Relative): 5
- January tasks will be generated on Dec. 31st with a due date that is 5 business days from Jan. 31st.
Example 4: Assume this example relates to calendar Q2.
MOST COMMONLY USED EXAMPLE
- Frequency: Quarterly
- Auto Generation Day: -1
- Auto Generation Preferred Period: Current
- Preparer Due Date (Relative): 5
- Q2 tasks will be generated on Jun. 30th (these will appear under your June period on your Task list/board) with a due date that is 5 business days from Jun. 30th.
Example 5: Assume this example relates to calendar Q2.
- Frequency: Quarterly
- Auto Generation Day: 1
- Auto Generation Preferred Period: Current
- Preparer Due Date (Relative): 5
- Q2 tasks will be generated on July 1st (these will appear under your July period on your Task list/board) with a due date that is 5 business days from July 31st.
Example 6: Assume this example relates to calendar year-end.
- Frequency: Weekly
- Weekday Due: Monday
- Auto Generation Day: -1
- Auto Generation Preferred Period: Next
- Four Weekly January tasks (four Mondays in January) will be generated on Dec. 31st (these will appear under your January period on your Task list/board) with a due date for each Monday in the period.