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Repeat Tasks

Create a Repeating Task​

There are many reasons why you may want to set a Repeating Task. Maybe you, or your team have Tasks that need to be performed daily, weekly or monthly and you want them to appear in your task list due on specific days (Excellent Reminders!!!)

Let's look at the following example to help set up our Repeating Task:

Tom just lost a listing to another agent, and after some thought, he realized he never sent out his Sellers (Hot Sellers) their “Monthly Market Summary Email”... something Tom has done mostly every month, sporadically when he remembers to send that important email. Tom doesn't want to lose business ever again, due to lack of follow-through.

Tom creates a Repeating Task, due on the 4th day of every month (just after the Statistics are released), called “MONTHLY MARKET SUMMARY EMAIL” to remind Tom to send the email on that day.

Tom sets this up by doing the following:

  1. In the sidebar, click on Tasks
  2. Click on Create New Task
  3. Set the Title of the Task (eg "Monthly Market Summary Email")
  4. Select the Due Date (this is the first time the Task will be due).
  5. Click Repeat and select the Repeat options
    • Specify the interval (eg Repeat Every "1 Month")
    • Specify when (eg Repeat On "Every month on the 4th")
    • Specify the end (eg Ends "Never")
  6. Click Confirm
  7. Click Create Task

Tom has now created Tasks that will show up on the 4th of every month!

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This task that Tom has just setup, to repeat Every Month, on the 4th of every month, and Never End will display like the following:

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Edit A Repeating Task​

When users edit a Repeating Task, they have two choices:

  1. Edit a specific Task Instance
  2. Edit the entire Repeating Task Series
Example
If Tom (from the Repeating Task example above) wants to edit the specific Task Instance that falls on Feb 4 in order to add a note for that day, he would select to edit the Task Instance. If he wanted to edit the entire Repeating Task series to instead fall on the 3rd of every month, he would select to edit the Task Series.

Editing a Task Instance​

To make changes to a Task Instance:

  1. In the sidebar, click on Tasks
  2. Hover over the Task you want to edit and click on the Edit Task link
  3. In the prompt that appears, select Edit Instance
  4. Make your desired changes.
  5. Click Save
caution

After making changes to an instance, it won't inherit any upstream changes (either from the Repeating Series or from an Automated Task or Automatic Checklist). For example, if the Repeating Task Series' Title changed or a Delegate was added, those changes will not propagate to any modified instances - only unmodified instances will receive those changes.

Editing a Task Series​

To make changes to a Task Series:

  1. In the sidebar, click on Tasks
  2. Hover over the Task you want to edit and click on the Edit Task link
  3. In the prompt that appears, select Edit Series
  4. Make your desired changes.
  5. Click Save
caution

After making changes to a series, it won't inherit any upstream changes from an Automated Task or Automatic Checklist.

caution

If the Repeat settings are changed so that the Task Instances are due on different days, changes to Task Instances may be lost.

For example, Tom (from the example above) made a note on the Task Instance due on Feb 4 and then changed the series to create Tasks due on the 3rd of every month: Tom's note is lost.