Creating a Recurring Task

Creating a recurring Task

Select the 9 dots

 

Search for Task

 

Select Tasks

 

Click on the drop down

Select “New Task”

 

(Optional) Assign the Task to someone

 

Search who you are assigning the Task to:

 

Select the person you would like this Task assigned to

 

(Optional) Attach to an object

 

Click on the drop-down menu to link the task to an object. Options include:

  • Accounts
  • Cases
  • Contacts
  • Courses
  • Leads
  • Opportunities

Search for the object you want to link then select the object

Data Completion

  • Subject: Free Text Field with pre-selected options
  • Type:If applicable, select type of Task from the drop-down menu.
  • Due date: click on the calendar to select the completion due date.
  • Comments: free text to record additional information about the task.

Repeating this Task

 

Click in this field

Select the repeat option

 

Enter the recurrence interval (In calendar Days)

 

Enter the number of days

Select “Save”