+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 ![]()
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?

