CRM

DKMT
Member

Reoccurring Tasks

SOLVE

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?

 

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Reoccurring Tasks

SOLVE

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:

 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Reoccurring Tasks

SOLVE

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:

 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
DKMT
Member

Reoccurring Tasks

SOLVE

Thank you Phil.

0 Upvotes