How do I create recurring tasks?
Recurring tasks repeat at set intervals for a specific period of time or indefinitely. The recurrence time can be set as daily, weekly, monthly, yearly, or a custom repeat type, which allows you to specify the time period.
To set recurring tasks
- Select the repeat type as Daily, Weekly, or Monthly or set a custom repeat type from the dropdown.
- Choose when the task should stop recurring in Ends.
- Click Done.
Related Articles
How can I delete recurring tasks?
Recurring tasks are stored as individual records for each date in theTask list view. Admins and users with permission to view, edit, delete, and create tasks can remove recurring tasks. To stop tasks from recurring Select any instance of the ...Export Tasks to Google Tasks
Sharing your Zoho CRM tasks is made easy with the Export to Google Tasks feature. By exporting the selected tasks from CRM to Google Tasks, you can view and share them with other users in Google Tasks. It also helps you schedule your business tasks ...Working with Tasks
Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...How can I create and send invoices?
An invoice is a bill issued by a vendor to a customer with the goods or services they ordered. It usually contains the purchase order reference number, date, billing address, shipping address, terms of payment, and line items (products or services) ...How can I create tasks for multiple contacts in bulk?
You can create tasks for multiple contacts at once. This will add identical tasks to all the selected records. For example, instead of creating tasks individually for each contact who has requested a product demo, you can simply select all the ...