Reocurring tasks

[Product User]

Is it possible to create auto-reoccurring tasks? (I.E. a task that automatically regenerates monthly, as in a maintenance task or something?)


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[Support Team]

Re: Reocurring tasks

Yes, when creating tasks, you can set them as recurring, and when saving the task it will ask for the recurrence terms. When the date arrives, a popup window will remind you of the task, and you can easily go to the task window from this reminder window.

Note that each task can also be linked to a specific account and contract, so you can manage the jobs in this level. You can create the task directly from the account or contract window, under the Pending tab.