Recurring tasks?

+1 for recurring tasks! Definitely need ongoing/recurring tasks to meet my marketing goals.

Hi @KylerBurke hope you are doing well!

Please don’t forget to upvote for the idea here. This way it will have more chances to be implemented in the future :slightly_smiling_face:

Best,

Diana

Hi @FIAInterpreting and everyone,

Creating recurring / repeating tasks has been possible for a while now, just stumbled upon this thread and wanted to let you know.

Menu > Sales > Tasks:

Directly on a record:

Best regards!

@karstenkoehler or anyone else.

Can the recurring tasks be set to a given weekday? For example. Every 3rd Tuesday. My customers typically don’t work on the weekends. It’s pointless to set a recurring task to every three weeks because sooner or later, it’ll wind up on a weekend day. There are also some customers that only want to talk to me on a certain day of the week.

Was this a “free” feature before, or has it always only been available to paid sales seat users?
When will we start seeing charges for adding notes or meetings?