Recurring tasks allow you to set up tasks that repeat at specified intervals, reducing the need to manually create duplicate tasks.
What’s New?
When creating a recurring task, you can configure the following settings:
Frequency: Choose how often the task should repeat (e.g., hourly, daily, weekly, monthly or yearly).
End Date:
– Never: The task continues indefinitely.
– Custom Date: Set a specific end date for the recurrence.
– After a Set Number of Occurrences: Choose a fixed number of times the task should recur.
Create Even if Previous Task is Overdue: Ensures that new instances of the task are created according to the schedule, even if previous occurrences haven’t been completed.
Create: Create a fresh new task or Update an existing task into a recurring task
Edit: Changes to a recurring task can be applied to all future occurrences or to a single instance, giving flexibility in adjusting schedules as needed.
Delete: Users can delete all upcoming tasks in the series or just a specific occurrence.
Restore: Deleted recurring tasks can be restored if needed, allowing users to bring back any instances that were accidentally removed.
How to Use:
– From Tasks, Contacts or Companies page(s) – open Add New Task modal.
– Enter Task Details: Fill in the task name, description, and any other details relevant to the task.
– Set Recurrence:
– Toggle on Recurring Tasks.
– In the Repeats Every field, specify the recurrence interval (e.g., every 1 day, every 2 weeks, every month).
– Choose Ends On options
– If desired, check the option to Create a new task even if the previous task is overdue, ensuring that tasks appear on schedule even if earlier ones aren’t completed.
– Assign Task: Select the Assignee and Contact if relevant.
– Click Save to create the task and start the recurrence.