Reoccurring Tasks

[DKMT]

I send a report out to a particular client prior to monthly meetings.

Within the company I set a task for myself with an email reminder.

Is it possible to set this as a reoccurring monthly task?

[Phil_Vallender]

Hi @DKMT

This is not currently supported by CRM tasks. There are a couple of ideas, however, that are getting traction that you could add your vote to:

• Reoccurring Tasks
• Weekly/Monthly recurring tasks as ‘reminders’ like in an iPhone calendar

Hope this helps.

[DKMT]

Thank you Phil.