What's in this Article
Applicable Roles/Permissions/Licenses
- Roles: Any
- Permissions: Create, Edit, and Assign Work; Generic Tasks
- Licenses: Workflow
Some tasks may be ongoing in nature, such as monthly bookkeeping jobs. Instead of making one-off tasks over and over, you can make a task recur. You can set it to any duration you need. A recurring task is the same as a regular task, but you'll use the repeat option to make it a recurring task.
To learn how to create a one-off task, please visit this article in the Knowledge Base!
Create a Recurring Task
1. Click the Global + button, on the global navigation bar.
2. Click Create Task on the slide-in panel.
Alternatively, navigate to the Contacts List to create a bulk task for several clients at once.
Canopy Tip: You can also create a task from the Tasks tab in the contact record or from the Tasks List.
In the Create Task window, enter the necessary information up to the Repeat section.
3. Use the Repeat dropdown to set the task to repeat on the specified cadence.
- Tasks can be set to repeat daily, weekly, monthly, yearly, or not at all.
- In the Repeat every box, input a number to set the structure.
Tip: You may notice that Quarterly is not a repeat option. Set a quarterly task by selecting Monthly, and specifying that you want the task to Repeat every 3 months. Enter any number in the repeat box, allowing you to specify a semi-yearly repeating task as well.
Continue entering information for the repeating task.
4. Verify that all of the information is correct and accurate and click Create and Manage to proceed to the task workspace.
You can also click Create and close to return to the page you created the task from.
Canopy Tip: The repeating action will only be initiated when the task status is set to Complete.