How to schedule recurring Tasks

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In this article we take you through the steps to create a recurring task. This is useful for regular occurring tasks you may have on a daily, weekly, monthly or yearly basis. 

You can also schedule recurring tasks against a job.

Note: In this example we are creating a recurring Task that repeats every 2 weeks.

Step 1: Navigate All Tasks and select Add, or quickly Add a Task via Quick Actions



Step 2: Fill in Task form and select occurrence 


Select how often you would like the task to repeat, we have selected weekly.

Also, select when you would like the task to repeat, we have selected once every 2 weeks and on a Wednesday. Then choose when you want the recurring task to end, we have selected Never.


Step 3: Edit the Email and when happy hit Send


Note: If you don't wish to send then turn off Send notification in the task form 

 
Your new task has been saved. Select Show on Calendar to view the new task in Calendar View.



As you can see below, the new recurring task is in your Calendar



Also, because this task was repeating only every 2 weeks it won't show in the Calendar the following week.


Task Management

  1. What are tasks and how are they best used?
  2. Search & Filter Scheduled Tasks
  3. Scheduled Tasks views
  4. How to schedule recurring Jobs
  5. Scheduled Task Views within a Job
  6. Easy rescheduling of work and updating tasks for a job
  7. How to schedule recurring Tasks
  8. How to end a recurring Task
  9. Scheduled Tasks - Mobile
  10. Create a Task via Job
  11. Create a Task via Scheduled Tasks
  12. Create a recurring Task for a Job

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