How to Create Recurring Tasks

Note
Recurring tasks auto generate a task two days prior to its due date. They are also included in your daily task summary email. 

Recurring tasks remind you to complete a task at a specific interval. 

1. On the left navigation, click Tasks > Recurring Tasks. 
2. Click Create. 
   • A slide out page appears. 
3. Update the following:
   • Name 
   • Details
   • Assigned to Lead - Assign this recurring task to a lead. 
   • Interval Type - Choose when you want this task to appear. 
   • Start Date
   • Due Time
4. Click Submit.