Recurring tasks

Recurring tasks automatically create new task instances on a schedule. Use them for regular check-ins, periodic reviews, and other repeating activities.

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How recurring tasks work

When you set up a recurring task:

1. Create the initial task with a recurrence pattern
2. Complete the task when done
3. New task auto-creates based on the schedule
4. Repeat indefinitely or until an end date

The next task is created when you complete the current one, ensuring you always have one active instance.

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Create a recurring task

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Recurrence patterns

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Daily

Task repeats every day or every N days. Examples:

• Every day (daily check-in)
• Every 2 days
• Every weekday (Mon-Fri)

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Weekly

Task repeats on specific days each week. Examples:

• Every Monday
• Every Tuesday and Thursday
• Every 2 weeks on Friday

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Monthly

Task repeats on a day each month. Examples:

• 1st of every month
• 15th of every month
• Last day of the month
• First Monday of every month

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Quarterly

Task repeats every 3 months. Examples:

• Every quarter (Jan, Apr, Jul, Oct)
• End of each quarter

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Annually

Task repeats once per year. Examples:

• January 1st every year
• Client’s birthday
• Annual review date

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Set an end date

By default, recurring tasks repeat indefinitely. To set an end:

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Edit a recurring task

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Edit one instance

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Edit all future instances

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Complete a recurring task

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Stop a recurring task

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Stop future occurrences

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Delete one instance only

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Common recurring tasks

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Client maintenance

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Compliance

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Operations

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Best practices

1. Don’t over-automate — Only create recurring tasks for truly repeating work
2. Set realistic frequencies — Match the actual cadence of the activity
3. Use clear titles — Include timing context (e.g., “Q1 Review Prep”)
4. Link to households — Associate with the relevant client or prospect
5. Assign appropriately — Make sure someone is responsible
6. Review periodically — Audit recurring tasks for relevance

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Next steps