Setting up & Configuration
Working with Jobs & Tasks
Scheduling & Planning
Quoting, Ordering, Invoicing and Bills
Managing Your Team
Learning Video Collection
Create a recurring Task for a Job
In this article we take you through the steps in creating a recurring task against an existing job. If you need to create a job first then follow the steps in this article - Create a Job
Step 1: Navigate to All Jobs and select your Job you wish to add Task to
Step 2: On the Job flyout select Scheduled Tasks
Step 3: Select to Add a new Task
Step 4: 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 Wednesday and never ends.
Step 5: Select the Task to view its details
Step 6: Select to Show on Calendar
You can edit and view the Task details on this flyout.
As you can see below, the new Task is highlighted and shown on the Calendar along with your other Tasks. Select to view the Task in the following week.
Your new task appears in the following week.