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We set up multiple recurring tasks for our clients' bookkeeping needs.  We normally edit the status, make notes, etc right in the Activities list grid.  When we do that, for instance mark a task complete, it changes all the following events to completed.  If we update the description, it updates it on all the future events.  This is a HUGE PROBLEM because we then lose the next week's tasks since we don't look at completed tasks in our Activities grid. How can we fix this?

Hi lpierpont, 

Are you looking at an original screen or are you looking at a customized screen?

If it is an original screen, when you select an activity from the gird, it will open an individual acitivty. When you finish that activity, you need to make sure that you change the Status of the activity to completed above the area where you type in the comments. 

On the original activity that you set the recurring activities, in the area that has the checkmark for Recurring, there is a checkbox in the grid on the row that describes the column (Due Start Date, Due Date End, Assigned To, and Activity Status).

If you place a checkmark on that row, it will place a checkmark on all future recurring activities. Once those activities are checked, and the “Activity Status” is modified on the topmost activity to the status of Completed as an example, when you click on the Update link, that will automatically change the statuses for the future activities to the exact same status of Completed. 

I hope that helps. 

Ronen

 I understand what you are saying.  But your reply does not address the fact that whereever you edit the first activity from (the Activities grid or the Edit Activity screen), all future recurring events are also changed.  In every other task/calendar program, when you edit any of the recurring events, you are prompted to change just that one or all events or all future events.  This seem to me to be a serious bug within Method. 

I have been using Method in my own business so I could recommend it to my clients.  but this and many other issues seem to be so quirky that I am wondering if this is a good solution. I will address the other issues separately once we get this one resolved.

Is there any update for this issue?  I am having the same problem.

Carol

Hi Carol, 

When you create a set of recurring activites, you create a series activity and also a set of occurences. If you edit the series activity, you will change all activites in that series that are still connected to the series. If you edit a single occurence, you will only edit that particular activity. Take a look at the filter views on the Activities List grid. You will see for example an option to view My Series, and a seperate option to view My Occurences. If you only intend to edit a single occurence, make sure you are actually editing an occurence, and not the entire series. Hope this helps!

Jason

Jason,

Thank you SO much!  I did not realize this.  It makes perfect sense now!

Carol

Great! Glad to help!