You can add a recurring task within the task area or from within the client.
Within a client
- Navigate to the task area within a client record
- Click on the arrow next to the Tasks heading and select Recurring Tasks, the page will reload
![Mceclip0](/media/1624/mceclip0.png?width=1056&height=656&mode=max)
- In the Recurring Tasks section click Add
![Mceclip1](/media/1620/mceclip1.png?width=1193&height=218&mode=max)
- Load a task template or set the subject of the task and a brief description
- Complete the relevant task tabs as needed
![Mceclip2](/media/1621/mceclip2.png?width=1206&height=650&mode=max)
Within Task area
- Navigate to Tasks from the left hand menu
![Mceclip1 (1)](/media/1619/mceclip1-1.png?width=263&height=430&mode=max)
- Under List select Recurring Tasks
- Click Add to add a recurring task
![Mceclip3](/media/1622/mceclip3.png?width=1226&height=320&mode=max)
As you are not in a client, ensure you add the entity along with updating the other task details
![Mceclip4](/media/1623/mceclip4.png?width=1252&height=659&mode=max)