Recurring Activities

FlowForth supports recurring activities for work that repeats on a regular schedule. Instead of creating each activity individually, you set up a recurrence pattern and FlowForth automatically generates future instances.

How Recurring Activities Work

When you create a recurring activity, FlowForth generates individual activity instances based on your chosen pattern. Each instance is a standalone activity with its own status, photos, and notes — but they are linked together as part of a series.

Recurrence Patterns

Pattern	Description
Daily	Repeats every N days
Weekly	Repeats every N weeks on selected days
Bi-Weekly	Repeats every two weeks on selected days
Monthly	Repeats every N months on the same day of the month
Yearly	Repeats every N years on the same date

Days of Week

For Weekly and Bi-Weekly patterns, you can select which days the activity should occur on:

• Individual days: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday
• Quick selections: Weekdays (Mon–Fri), Weekends (Sat–Sun), or All Days

End Date

You can optionally set an end date for the recurrence. If no end date is specified, FlowForth generates instances up to a system-defined limit.

Setting Up a Recurring Activity

1. Navigate to the location where you want to create the activity.
2. Click Add Activity.
3. Fill in the basic activity details (title, date, time, price, etc.).
4. Enable the Recurring toggle.
5. Configure the recurrence pattern, interval, and optional days of week and end date.
6. Click Create Activity.

FlowForth will create the initial activity and automatically generate all future instances based on your settings.

Recurring activity creation with pattern settings

Updating Recurring Activities

When you edit an activity that belongs to a recurring series, FlowForth asks you to choose the update scope:

This Activity Only

Changes are applied to the selected instance only. All other instances in the series remain unchanged.

This and Future Activities

Changes are applied to the selected instance and all instances scheduled after it. Past instances are not affected.

Update scope selection dialog

Price Change Preview

If your changes include a price update and some affected activities are already on invoices, FlowForth shows a preview before applying. The preview includes:

• Whether the price is changing
• The total number of activities affected
• How many of those activities are on existing invoices
• The date range affected

This helps you understand the impact of your changes on billing before confirming.

Price change preview dialog

info

Updating recurring activities with the This and Future scope updates the recurrence settings on all future instances. If you change the repeat pattern itself, future instances are regenerated to match the new schedule.

Managing Individual Instances

Each recurring instance is a full activity in its own right. You can:

• Change the status independently (complete one instance without affecting others)
• Reschedule a single instance to a different date
• Add photos or notes specific to that instance
• Cancel a single instance without cancelling the series

Tips for Working with Recurring Activities

tip

• Start simple — Begin with the most common pattern and adjust individual instances as needed.
• Use the planner — The Activity Planner is the best way to see all upcoming recurring instances at a glance.
• Price changes — When updating prices on recurring activities, use the "This and Future" scope to update all upcoming instances at once.

See also

• Creating an Activity — Step-by-step guide for creating new activities including recurring setup
• Activity Planner — View and manage all upcoming recurring instances in a calendar layout
• Activity Details — Edit individual instances and manage update scopes