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Recurring Tasks

Overview Recurring tasks allow you to create tasks that repeat automatically at specified intervals, reducing the need to manually recreate tasks. With…

2 min read458 words3 explained imagesUpdated Wed, 29 Oct, 2025 at 8:58 AM
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  1. Overview
  2. Feature Details
  3. How to Use:

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Overview

Recurring tasks allow you to create tasks that repeat automatically at specified intervals, reducing the need to manually recreate tasks. With this feature, you can configure task recurrence, set end dates, and manage ongoing tasks easily.

TABLE OF CONTENTS

Feature Details

  • Frequency Settings:
    Choose how often the task should repeat:

    • Hourly, Daily, Weekly, Monthly, or Yearly – select the appropriate interval based on your workflow.

  • End Date Options:

    • Never: The task continues indefinitely.

    • Custom Date: Set a specific end date for the recurring task.
    • After a Set Number of Occurrences: Specify the number of times the task should recur.

  • Create Even if Previous Task is Overdue:
    Enable this option to ensure that the next instance of the task is created according to schedule, even if previous occurrences are incomplete or overdue.

  • Task Creation and Updates:

    • Create a New Task: Set up a new recurring task.

    • Convert Existing Task to Recurring: Update an existing task to repeat at set intervals.

  • Edit Recurring Tasks:
    Adjust a recurring task by applying changes to all future occurrences or a single instance, depending on your needs.

  • Delete Recurring Tasks:
    You can either delete all upcoming tasks in the series or delete just a specific occurrence.

  • Restore Deleted Tasks:
    Accidentally deleted tasks can be restored, allowing you to bring back instances that were previously removed.

If a deleted task is restored, the recurrences during the deleted duration would not be recreated.

How to Use:

  1. Open the Add New Task Modal:
    You can access the task creation modal from the Tasks, Contacts, or Companies page.
    Step 1 of 5: Open the Add New Task Modal: You can access the task creation modal… What this shows Step 1 of 5: Open the Add New Task Modal: You can access the task creation modal from the Tasks, Contacts, or Companies page. What this shows Shows where to go for step 1 of 5 in the "Open the Add New Task Modal:You can access the task creation modal from the Tasks, Contacts, or Companies page." section of "Recurring Tasks". This screenshot accompanies step 1 of 5 in the "Open the Add New Task Modal:You can access the task creation modal from the Tasks, Contacts, or Companies page." section of "Recurring Tasks". At this point in the walkthrough you open the Add New Task Modal: You can access the task creation modal from the Tasks, Contacts, or Companies page. This part of the guide covers 3 fields, listed below. The next step is to enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information. Step 1 of 5Image 1 of 3 Where to goOpen the Add New Task Modal: You can access the task creation modal from the Tasks, Contacts, or Companies page.
    Fields in this part of the guide NeverCustom DateAfter a set number of occurrences
    Buttons and menus referenced TasksContactsCompaniesRecurring TaskRepeats EveryEnds OnAssigneeContactSave
    Next stepEnter Task Details: Fill in the relevant details, such as the task name, description, and any additional information.
    All 5 steps in this procedure
    1. Open the Add New Task Modal: You can access the task creation modal from the Tasks, Contacts, or Companies page. this image
    2. Enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information.
    3. Set Recurrence:
    4. Assign Task: Select the Assignee and Contact (if relevant) to assign the task.
    5. Save the Task: Click Save to create the task and start the recurrence schedule.

  2. Enter Task Details:
    Fill in the relevant details, such as the task name, description, and any additional information.
    Step 2 of 5: Enter Task Details: Fill in the relevant details, such as the task… What this shows Step 2 of 5: Enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information. What this shows Shows what to fill in for step 2 of 5 in the "Enter Task Details:Fill in the relevant details, such as the task name, description, and any additional information." section of "Recurring Tasks". This screenshot accompanies step 2 of 5 in the "Enter Task Details:Fill in the relevant details, such as the task name, description, and any additional information." section of "Recurring Tasks". At this point in the walkthrough you enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information. This part of the guide covers 3 fields, listed below. The next step is to set Recurrence. Step 2 of 5Image 2 of 3 What to fill inEnter Task Details: Fill in the relevant details, such as the task name, description, and any additional information.
    Fields in this part of the guide NeverCustom DateAfter a set number of occurrences
    Buttons and menus referenced TasksContactsCompaniesRecurring TaskRepeats EveryEnds OnAssigneeContactSave
    Next stepSet Recurrence:
    All 5 steps in this procedure
    1. Open the Add New Task Modal: You can access the task creation modal from the Tasks, Contacts, or Companies page.
    2. Enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information. this image
    3. Set Recurrence:
    4. Assign Task: Select the Assignee and Contact (if relevant) to assign the task.
    5. Save the Task: Click Save to create the task and start the recurrence schedule.

  3. Set Recurrence:

    • Toggle on the Recurring Task option.

    • In the Repeats Every field, specify how often the task should repeat (e.g., every 1 day, every 2 weeks).
    • Choose an end date using the Ends On options:
      • Never
      • Custom Date
      • After a set number of occurrences
    • Optionally, check the setting to Create a new task even if the previous one is overdue, ensuring tasks stay on schedule.
    • Please note that the next task is created only at the scheduled time based on the created date and not immediately after the previous task is closed.
  4. Assign Task:
    Select the Assignee and Contact (if relevant) to assign the task.

  5. Save the Task:
    Click Save to create the task and start the recurrence schedule.
    Step 5 of 5: Save the Task: Click Save to create the task and start the recurrence… What this shows Step 5 of 5: Save the Task: Click Save to create the task and start the recurrence schedule. What this shows Shows how to confirm for step 5 of 5 in the "Save the Task:Click Save to create the task and start the recurrence schedule." section of "Recurring Tasks". This screenshot accompanies step 5 of 5 in the "Save the Task:Click Save to create the task and start the recurrence schedule." section of "Recurring Tasks". At this point in the walkthrough you save the Task: Click Save to create the task and start the recurrence schedule. This part of the guide covers 3 fields, listed below. Step 5 of 5Image 3 of 3 How to confirmSave the Task: Click Save to create the task and start the recurrence schedule.
    Fields in this part of the guide NeverCustom DateAfter a set number of occurrences
    Buttons and menus referenced SaveTasksContactsCompaniesRecurring TaskRepeats EveryEnds OnAssigneeContact
    All 5 steps in this procedure
    1. Open the Add New Task Modal: You can access the task creation modal from the Tasks, Contacts, or Companies page.
    2. Enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information.
    3. Set Recurrence:
    4. Assign Task: Select the Assignee and Contact (if relevant) to assign the task.
    5. Save the Task: Click Save to create the task and start the recurrence schedule. this image

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