CRM

DKMT
Membre

Reoccurring Tasks

Résolue

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 Solution acceptée
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Reoccurring Tasks

Résolue

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

Voir la solution dans l'envoi d'origine

2 Réponses
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Reoccurring Tasks

Résolue

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
Membre

Reoccurring Tasks

Résolue

Thank you Phil.

0 Votes