How to schedule recurring Jobs

This article will take you through the steps for creating a recurring Task linked to a Job.  Note: Tasks show in the Calendar, you don't have to create a Job to link to a task.


Step one: Navigate to All Jobs and select Add, or quickly Add a Job via Quick Actions



Step two: Fill in the Job form



Assign the Job to your users (you can assign to users later) and then select Create Calendar Task.



Step three: Fill in the new task form with all details required and Save.


In this example we are going to create a weekly recurring task that repeats once a week on a Friday and never ends. 


Step four: The new recurring task has been created, select the "x" on the task to close and return to the new Job form



Step five: When can see the linked recurring Task and now hit Save



Step six: here is our new Job with 1 linked Scheduled Task, click to view



Step seven: Select the Task to view its details and Show on Calendar



Step eight: Here is the recurring task linked to the Job, select Show on Calendar


You can select Edit to amend any details or the task occurrence at any time.


Step nine: The task will show on the calendar as shown below, click through the weeks to view the upcoming tasks



Step ten: The recurring task shows on the following weeks as shown below.



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