Search Knowledge Base Articles

Ho to create Recurring Tasks

Recurring tasks is a feature that allows you to create tasks that will repeat on a given period.

To create recurring task go to the Tasks menu in the admin area and click on the top left button New task

recurring task

A popup modal will be shown to add new task.

  1. Add task subject
  2. On the recurring field select repeat interval, you can also select custom interval to fit for your needs.
  3. Save the task

How the task will be repeated?

If you set start date 2016-09-27 and set repeat every week the task will be auto created after 7 days from the start date, in this case the task will be auto created on 2016-10-03.

How will I receive notification when the task will be re-created?

The task assignees will receive an email and web notification that new task is assigned to them or simply you will be able to notice the new task in the tasks list area.

Stop a recurring task

First, find your recurring task by applying a filter to the Tasks table as shown below.

Then edit the task and set the Repeat Every drop-down field to empty.

Notes

1. This feature requires CRON Job setup to work properly.

Did you find this article useful?


Related Articles

  • How to Create New Task

    In order to create a new task, from the main menu navigate to Tasks and click on the New Task button. Subject – Enter ...

  • How to Copy Task

    In CRM task can be easily copied to be re-used and save valuable time creating each task again and again. While the task modal is opened on the top ri...

  • How to Link task to features

    Task can be linked to any important features in  CRM to keep track of your work and assign important actions to your agents. Go to Tasks men...

  • How to Add task assignees

    To add task assignees open the task by clicking on the task subject while the tasks are listed. On the right side of the task modal there will be a dr...

  • How to Bill Tasks

    1. To invoice non-project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After ...