Certain tasks, especially those pertaining to the operations and accounting of the firm, are performed with regularity. You might set up a recurring task to invoice clients for unbilled time every other week or set up a task to connect with a referral source each month.
To set tasks to recur on a regular basis:
- Click the Tasks icon to view your Tasks list.
- Click the Edit icon on the right side, then click the Recurring tab on the Edit Task modal.
Select how often you would like the task to recur, and use the calendar controls to set an END BY date in the When do you want this to stop repeating? field.
- Click UPDATE to set the recurring task.
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