[Added] Recurring Tasks

Lee Mason
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I'm opening this topic to discuss the functionality which will allow the project management provisioning module to have recurring tasks.

For example:

Month 1 (tasks provisioned immediately after purchase):

Month 1 - Create Project
Month 1 - Add tasks to Project

Month 2 (tasks provisioned soon as Month 2 invoice payment is received by WHMCS):

Month 2 - Add tasks to project after month 1 tasks

Month 3 and onwards, etc


Director at No Half Pixels Ltd.

30/04/2014 09:12:26

Lee Mason
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This is an interesting idea, i will need to look into the whmcs docs a little more as currently i belive there is only hooks for service create, and service terminate, which wont cover this type of feature.

I may be able to hook into the invoice payment hooks and work out the service details from there.

From an administration point of view when creating the options for the product would you want this as a "recurring tasks" box to add the tasks? or would a field tht can be duplicated be needed?

month 1 = tasks box

month 2 = task box

with an "add new" box underneath. 


Director at No Half Pixels Ltd.

30/04/2014 09:15:45

Jonny Hardwick
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The best way to go about it I think would be to have a checkbox next to each task (when putting them into the provisioning module and/or via the project management module itself) which says "recurring task", then you check the box to tell WHMCS to create this task each month after the invoice is paid for that month. Then you can choose which tasks you want to be one off tasks and which tasks will recur each month. I'm sure there are many other ways of doing this, but this is what immediately sprung to mind. I'm not a programmer though so I'm sure there are other better ways.

I just had another idea for this:

Maybe it could use some sort of Prefix to use at the start of recurring tasks which admin could select or enter based on their requirements. In the case of our company we'd use the prefix:

"Month X - Task Name", where "Month X" is the prefix and then the X is the month number which changes automatically as the recurring tasks module creates a new batch of tasks each month.

I suggested using a prefix as other users might have different requrements:

"Phase X - Task Name" or "Stage X - Task Name".

This feature may not be nessesary to start with. As I said above "Month X" prefix will work fine for us, and probably most others too to start with. It was just a suggestion I though might be useful to others who may have different requirements.

01/05/2014 21:40:20

Lee Mason
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Hey Jonny,

So we now have recurring tasks added in v1.4.0. Which is awesome. Ive reworked the display of the tasks which makes it much easier to add as well.

However phase/month x isnt something we can really implement yet because of a few things:

1. WHMCS doesnt send through data on what month the payment is for, which makes it impossible to get exactley right.

2. We could work round this using some datetime functions, but the ones available for this require at least php 5.3 and not all whmcs sites are 5.3. We cant add in such a feature without possibly breaking the site on other peoples servers.

Ive just added the downloads now so you can login and download the latest version from your clientarea.


Director at No Half Pixels Ltd.

03/05/2014 15:15:49

Jonny Hardwick
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Hi Lee,

That's awesome man! I'll check it out now. Don't worry about the phase/month x feature. I didn't need it anyway, I was just suggesting for others, however nobody else has commented so it doesn't look like the demand is there yet anyway.

I'll report back once I've updated to the latest version if I have any questions'/suggestions.

Thanks for your hard work on this!

Jonny

07/05/2014 17:56:03

Jonny Hardwick
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Hi Lee,

Just installed it and it looks good. Simple but effective. I do have one small request. It's not urgent, we can make do without it for now, however it would be useful to have it.

Basically, a feature that would allow you to mass enter/upload a batch of tasks like before in 1 go. Either by pasting them in like before (1 per line) or comma seperated or whatever. The reason why this would be useful to us is because some of our projects, for a single month have over 100 tasks :)

So it might look something like this

Month 1 - Site 1 - Task Name 1
Month 1 - Site 1 - Task Name 2
Month 1 - Site 1 - Task Name 3
Month 1 - Site 2 - Task Name 1
Month 1 - Site 2 - Task Name 2
Month 1 - Site 2 - Task Name 3
Month 1 - Site 3 - Task Name 1
Month 1 - Site 3 - Task Name 2
Month 1 - Site 3 - Task Name 3
.....and so on.

So as you can see, it's a lot easier for us to paste a load of these into a box, than paste them one by one a hundred or so times.

I would have mentioned this beforehand, but I didn't process the thought that the procedure for entering tasks would change from entering in bulk to one-by-one :)

As for bulk entering tasks which are recurring/not recurring, maybe entering a # (or similar) on the end of the tasks could tell WHMCS which ones to set as recurring when entering in bulk:

e.g.

Month 1 - Site 1 - Task Name 1 #
Month 1 - Site 1 - Task Name 2 #
Month 1 - Site 1 - Task Name 3 #
Month 1 - Site 2 - Task Name 1 #
Month 1 - Site 2 - Task Name 2 #
Month 1 - Site 2 - Task Name 3 #
Month 1 - Site 3 - Task Name 1
Month 1 - Site 3 - Task Name 2
Month 1 - Site 3 - Task Name 3

Then it automatically checks the checkbox accordingly. Just an idea, maybe you have a better one.

Thanks!

Jonny

07/05/2014 18:48:06

Jonny Hardwick
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Hi Lee,

I could really do with that feature for appending "Month X -" to the start of each task now, where the month number changes each month when the recurring tasks feature runs.

What we are seeing is this

  • Task 1
  • Task 2
  • Task 1
  • Task 2
  • Task 1
  • Task 2
  • etc.

So it's hard to see which tasks belong to which month. It just looks like it's repeating itself. It needs to be more organised like this:

  • Month 1 - Task 1
  • Month 1 - Task 2
  • Month 2 - Task 1
  • Month 2 - Task 2
  • Month 3 - Task 1
  • Month 3 - Task 2
  • etc.

So the client can clearly understand which tasks belong to which months. If it's any easier then taking the month name from the invoice would work instead of numbers, like this:

  • June - Task 1
  • June - Task 2
  • July - Task 1
  • July - Task 2
  • August - Task 1
  • August - Task 2
  • etc.

Do you think you could add this feature please?

Regards,

Jonny

18/09/2014 20:54:17

Jonny Hardwick
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Hi Lee,

It's been almost a year since I requested the above feature. Do you think it will see light? It would be really useful to us.

Cheers,

Jonny

22/07/2015 17:17:48

Lee Mason
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hello Jonny,

Sorry for the delay, i know you are really rooting for this feature, we have just been snowed under recently with the v6 update, i will as soon as i can try and get this implemented for you.


Director at No Half Pixels Ltd.

23/07/2015 11:32:35

Jonny Hardwick
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Hi Lee,

Have you had time to look into this yet?

Regards,

Jonny

02/10/2015 15:08:04