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.
- On the left navigation, click Tasks > Recurring Tasks.
- Click Create.
- A slide out screen will appear.
- Update the following:
- Assigned to Lead - Assign this recurring task to a lead.
- Interval Type - Choose when you want this task to appear.
- Start Date
- Due Time
- Click Submit.