Recurring Tasks

Feature Details

• Frequency Settings: Choose how often the task should repeat:

  • Hourly, Daily, Weekly, Monthly, or Yearly – select the appropriate interval based on your workflow.

• End Date Options:

  • Never: The task continues indefinitely.

  • Custom Date: Set a specific end date for the recurring task.

  • After a Set Number of Occurrences: Specify the number of times the task should recur.

• Create Even if Previous Task is Overdue: Enable this option to ensure that the next instance of the task is created according to schedule, even if previous occurrences are incomplete or overdue.

• Task Creation and Updates:

  • Create a New Task: Set up a new recurring task.

  • Convert Existing Task to Recurring: Update an existing task to repeat at set intervals.

• Edit Recurring Tasks: Adjust a recurring task by applying changes to all future occurrences or a single instance, depending on your needs.

• Delete Recurring Tasks: You can either delete all upcoming tasks in the series or delete just a specific occurrence.

• Restore Deleted Tasks: Accidentally deleted tasks can be restored, allowing you to bring back instances that were previously removed.

If a deleted task is restored, the recurrences during the deleted duration would not be recreated.

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How to Use:

1. Open the Add New Task Modal: You can access the task creation modal from the Tasks, Contacts, or Companies page.

   
2. Enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information.

   
3. Set Recurrence:

   • Toggle on the Recurring Task option.

   • In the Repeats Every field, specify how often the task should repeat (e.g., every 1 day, every 2 weeks).

   • Choose an end date using the Ends Onoptions:

     • Never

     • Custom Date

     • After a set number of occurrences

   • Optionally, check the setting to Create a new task even if the previous one is overdue, ensuring tasks stay on schedule.

4. Assign Task: Select the Assignee and Contact (if relevant) to assign the task.

5. Save the Task: Click Save to create the task and start the recurrence schedule.