Recurring tasks can play a pivotal role in your day to day operations. This feature allows users the ability to create a scheduled cadence of tasks to follow up with contacts without the hassle of remembering each individual and the last time the communicated with them.
In this article, you will learn:
How to Enable Recurring Tasks
How to Schedule a Recurring Task
How to Enable Recurring Tasks
From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
Select Enable Creation of Recurring Tasks.
Click Submit.
4. Add the Create Recurring Series of Tasks field to the Task Detail section of your org’s Task page layouts.
If the Salesforce Mobile and Lightning Experience Actions section on a Task page layout has been overridden, include the Delete Series and View Series actions from the Mobile & Lightning Actions category in the section. Add these actions if they’re not already there.
How to Create a Recurring Task
A recurring task can only be created from within the Tasks tab. Note, it's not possible to add a recurrence to an existing task (a new recurring task can only be created).
Navigate to the Tasks Tab
Click New Task
Check the box Creating Recurring Series of Tasks
Choose your preferred Frequency
Fill in any information you desire and click Save.
For Visual Learners