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
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- In the Recurring Tasks section click Add
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- Load a task template or set the subject of the task and a brief description
- Complete the relevant task tabs as needed
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Within Task area
- Navigate to Tasks from the left hand menu
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- Under List select Recurring Tasks
- Click Add to add a recurring task
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As you are not in a client, ensure you add the entity along with updating the other task details
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