FAQ > Tasks

Can I create recurring tasks for regularly scheduled activities?

Yes, You can create Recurring tasks for regularly scheduled activities through Task Center without having to create task every single time. To create a series of tasks follow these steps.

1.From the navigation bar click on Tasks

2.Once in the Task center click on Add Task link and this will open up a new page where you can enter the information about the task. You can enter a brief title about the task and other relevant information

3.Then click on Repeat. Now, Select the Repeats value Daily, Weekly, Monthly or Yearly which is the frequency of each task. And Select the Ends radio button based on when you want to stop the Recurring task.

Never (If you want the Recurring task to never stop)
After occurrences (If you want to specify after how many occurrences the Recurring task should stop)
On (If you want to specify the date when the last task should occur.)

4.You can also assign the task to a vendor from the Assignee drop down. Then you would save the task.