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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 1: Create a new Job

  1. Select Jobs
  2. Select All Jobs
  3. Select Add


Step 2: Fill in the Job details

  1. Fill in the Job form with all required details
  2. Assign the Job to your Users (you can also do this later)

Step 3: Set up the recurring Task

  1. Select Scheduled Tasks on the newly created Job
  2. Fill in the New Task form with all required details
  3. Configure the recurrence settings — for example, repeating weekly on a Friday with no end date 
  4. You can follow the steps in this guide to create the reoccurring task
  5. Select Save