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


  • In the Recurring Tasks section click Add


  • Load a task template or set the subject of the task and a brief description
  • Complete the relevant task tabs as needed



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



As you are not in a client, ensure you add the entity along with updating the other task details