NOTE: Recurring tasks auto generate a task 2 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 screen will appear. 
  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