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Notes and Schedule

Schedule exceptions: change or clear one date

Choose Skip, Reschedule, Done, or Clear and understand how one exception replaces another.

An exception changes one occurrence while leaving the recurring pattern intact.

Choose an occurrence action

  1. Open Schedule and find the recurring occurrence.
  2. In a calendar view, open its details to reach its actions.
  3. Choose the action that matches the change below.
  4. Complete any dialog, then inspect the resulting date and state.
ActionResult
Skip occurrence or SkipRemoves that date from ordinary Schedule results.
Reschedule occurrence or RescheduleMoves the occurrence and optionally changes its reminder and reason.
Mark occurrence done or DoneRecords a Done exception without running the Guide or Form.
Clear exception or ClearRemoves the current exception and returns to the series defaults.

You need edit access to the source. These actions are for recurring occurrences. One-time schedules use Edit schedule; assignment due rows use their own launch/completion workflow.

Use the focused guides for rescheduling and skipping or restoring.

Clear a visible exception

Open a rescheduled or marked-done occurrence and choose Clear exception or Clear. The action applies directly; there is no separate confirmation.

Clearing removes the whole exception: state, moved time, reminder override, and reason. It returns to the occurrence's original time and the series' current defaults, so the item may leave the visible range.

Clear does not run an overlap warning; review the original time against other planned work. This does not restore an earlier version of an exception. To undo a skip, use Restore in Skipped occurrences.

Clearing a completed exception does not delete a saved Report. The occurrence can become unfinished again, and its direct View report link can disappear. Find the retained result in Reports.

Replacing one exception with another

An occurrence has one current exception, not a stack of independent skip, move, and done changes.

Choosing Skip or Reschedule on a completed occurrence replaces its Done exception; it does not erase the previously submitted response or Report.

Using manual Done on a rescheduled occurrence currently removes its moved time and reminder override and replaces its reason. The Done item can return to its original date. Completing launched work through submission follows a separate path; see Schedule completion.

If the action fails

For a timing warning, use overlap guidance. If another editor changed the schedule, close the action dialog, refresh, and reopen the latest occurrence before retrying. Unsaved dialog values are not persistent drafts.

Changing the series pattern can remove exceptions that no longer match it. Review series changes before editing Start, recurrence, or Until.