Recurring Tasks

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.