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Repeat Tasks

📽 VIDEO: Repeat Tasks

Sometimes you want Tasks to repeat for a specified amount of time (or indefinitely). For example, you may want a reminder every 7 days after List Date or a reminder every year for your Contact's birthday.

tip

Repeat settings can be configured for both Tasks and Task Templates.

When changing the Repeat Settings of a Task or Task Template:

  1. Set a fixed Due Date (Tasks only) or change the Related To dropdown to a desired related type (under "Advanced" for Tasks)
  2. Click the Set Recurrence link under the Repeat Settings

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  1. Specify the initial repetition interval (e.g. every 1 week, every 2 days, every 1 year)
  2. Specify when the recurrence ends
    • You can specify the number of occurrences OR
    • You can specify an end date OR
    • You can specify no end date
  3. View the Summary at the bottom to verify you have set the recurrence settings correctly.
  4. Click OK
Example: Set a Regular Task to Repeat
  1. Create a new Task and give it a Title
  2. Under Due Date heading, select Fixed and set the 1st occurrence that the Task will be due.
  3. Under Repeat Settings heading, select Set Recurrence link and choose your options.
  4. Click Save

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caution

When configuring Tasks to repeat every year, the Ends After X Occurrence(s) starts counting from the year of the initial date.

Example: When configuring a Task to repeat 3 times and it's related to the client's birthday of Jan 1 1970, you will get 3 Tasks due in 1970, 1971, and 1972.

A complete example ("Automatic Birthday Tasks Not Appearing") can be seen in the Automation section.