Recurring Tasks | Clixio Changelog
Recurring Tasks
Recurring tasks allow you to set up tasks that repeat at specified intervals, reducing the need to manually create duplicate tasks.
When creating a recurring task, you can configure the following settings:
Frequency:
Choose how often the task should repeat (e.g., hourly, daily, weekly, monthly or yearly).
Create Even if Previous Task is Overdue
: Ensures that new instances of the task are created according to the schedule, even if previous occurrences haven’t been completed.
Create
: Create a fresh new task or Update an existing task into a recurring task
Edit
: Changes to a recurring task can be applied to all future occurrences or to a single instance, giving flexibility in adjusting schedules as needed.
Delete:
Users can delete all upcoming tasks in the series or just a specific occurrence.
Restore:
Deleted recurring tasks can be restored if needed, allowing users to bring back any instances that were accidentally removed.
- From Tasks, Contacts or Companies page(s) – open Add New Task modal.
- Enter Task Details: Fill in the task name, description, and any other details relevant to the task.
- Set Recurrence:
- Toggle on Recurring Tasks.
- In the Repeats Every field, specify the recurrence interval (e.g., every 1 day, every 2 weeks, every month).
- Choose Ends On options
- If desired, check the option to Create a new task even if the previous task is overdue, ensuring that tasks appear on schedule even if earlier ones aren’t completed.
- Assign Task: Select the Assignee and Contact if relevant.
- Click Save to create the task and start the recurrence.
