Announcements
Is it possible to schedule recurring tasks?
For example, a phone call activity "Quarterly check up call" repeating once every 3 months?
*This post is locked for comments
schedule it automatically? or just to create a recurring task? there is a specific activity within crm 2011 called recurring appointment. Would that work for you?
otherwise there are a variety of options you could exercise regarding workflows within the system
Thanks Brian... sounds like this might be better done with a workflow.
Workflows aren't practicable if you have dozens of daily, weekly, monthly, quarterly, and yearly recurring tasks for one hundred clients. When will recurring tasks be available for Activities? Are they on the roadmap? Do you have a third party add-on recommendation(s)? Thanks.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Jump in, show your community spirit, and win prizes!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
ScottDurow 2
GJones 1
