Task | How do I add a recurring task?

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

• 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