Create Recurring Task

To create recurring tasks, you must first create the recurring service.

Please refer to the article "How to Create Recurring Service"

After creating the recurring service, you need to assign the service to your clients:

1. Go to the client dashboard and open the client.
2. Click on the pencil icon under Recurring Service in the Service Tab.
3. Enable the toggle for the service you want to assign to a particular client.
   

The task will be automated on the scheduled date for clients to whom this service has been assigned.

• Related Articles

• Create Recurring Service

  Go to settings and open Services. + New or edit a service. Enter the service name Enable the toggle ‘Is Enabled?’ Enable Recurring using the toggle button. Set Auto Task Creation Frequency - Monthly/Quarterly/Yearly. For Monthly: • Creation Date: ...

• Import Services (Add Services in Bulk)

  • Go to Services and click on Imort Button. • Click on the 'sample excel file' link, highlighted in blue. • Download the Excel file. • Open the downloaded file. • Column A: Enter the service name. • Column B: Select 'Yes' or 'No' to enable the ...

• Enable, Disable or Change Recurring Service

  Go to Setting and open Services. Open the service Click to enable or disable the toggle button next to “Is Recurring?” Select Auto Task Creation Frequency (Monthly, Quarterly, Yearly)

• Assign User to Client with Particular Service

  Go to the Client dashboard. Open a client and click on the "Service" tab. Click on the pencil icon next to "Recurring Services." Click on "Configure Users" that appears next to the service name. Choose the user(s). The task will be auto-assigned to ...

• Create New Task

  Open Task dashboard. Click on (+ New) button. Enter the Task details such as Client, Service, and Due date of the task. Select the User(s) and Tags. Save the task.