Enhanced recurring task system with customizable frequency and end dates

Recurring Tasks Feature

Recurring tasks enable you to establish tasks set to reoccur at certain intervals, minimizing the necessity for manual task duplication.

What’s New?

When setting up a recurring task, you can adjust the following parameters:

  • Frequency: Decide how often the task should repeat (for instance, hourly, daily, weekly, monthly, or yearly).
  • End Date:
    • Never: The task continues without end.
    • Custom Date: Establish a specific end date for the recurring task.
    • After a Set Number of Occurrences: Designate a fixed number of recurrences for the task.
  • Create Even if Previous Task is Overdue: Ensures new iterations of the task are generated as per the schedule, regardless of whether previous tasks have been completed.
  • Create: Generate a new task or convert an existing task into a recurring one.
  • Edit: Adjustments to a recurring task can be applied to all future instances or to just one occurrence, providing flexibility in tweaking schedules as needed.
  • Delete: Users have the ability to eliminate all upcoming tasks in the series or just one specific instance.
  • Restore: If necessary, deleted recurring tasks can be recovered, enabling users to retrieve any tasks that were erroneously deleted.

How to Use:

– From the Tasks, Contacts, or Companies pages, open the Add New Task modal.

– Enter Task Details: Input the task name, description, and any other relevant details for the task.

– Set Recurrence:

  • Turn on Recurring Tasks.
  • In the Repeats Every field, specify the interval for recurrence (for example, every 1 day, every 2 weeks, every month).
  • Select Ends On options.
  • If wanted, check the option to Create a new task even if the previous task is overdue, ensuring that tasks appear on schedule even if previous tasks aren’t completed.

– Assign Task: Choose the Assignee and Contact where applicable.

– Click Save to initiate the task and begin the recurrence.

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