How recurring tasks work
When you set up a recurring task:- Create the initial task with a recurrence pattern
- Complete the task when done
- New task auto-creates based on the schedule
- Repeat indefinitely or until an end date
Create a recurring task
1
Create a new task
Click Add task from anywhere in Slant, or press Shift + T.
2
Fill in task details
Enter the title, description, and due date.
3
Enable recurrence
Click Repeat or find the recurrence option.
4
Set the pattern
Choose how often the task should repeat.
5
Save
Click Create to save the task.
Recurrence patterns
Daily
Task repeats every day or every N days. Examples:- Every day (daily check-in)
- Every 2 days
- Every weekday (Mon-Fri)
Weekly
Task repeats on specific days each week. Examples:- Every Monday
- Every Tuesday and Thursday
- Every 2 weeks on Friday
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
Quarterly
Task repeats every 3 months. Examples:- Every quarter (Jan, Apr, Jul, Oct)
- End of each quarter
Annually
Task repeats once per year. Examples:- January 1st every year
- Client’s birthday
- Annual review date
Set an end date
By default, recurring tasks repeat indefinitely. To set an end:1
Open recurrence settings
When setting up recurrence, look for end options.
2
Choose end condition
- Never — Continues indefinitely
- After N occurrences — Stops after a set number
- On date — Stops on a specific date
3
Save
The task will stop recurring based on your selection.
Edit a recurring task
Edit one instance
1
Open the task
Click on the specific task instance.
2
Make changes
Edit title, due date, or other details.
3
Save changes
Changes apply only to this instance.
Edit all future instances
1
Open the task
Click on any task in the series.
2
Edit the series
Look for Edit series or Edit all option.
3
Make changes
Update the recurrence pattern or task details.
4
Save
Changes apply to this and all future instances.
Complete a recurring task
1
Mark complete
Check the task as done.
2
Next task creates
A new task automatically creates for the next occurrence.
3
Continue the cycle
Complete that task when done, and the pattern continues.
Stop a recurring task
Stop future occurrences
1
Open the task
Click on the current or any future task.
2
Delete the series
Choose Delete series or Stop recurring.
3
Confirm
Future tasks will not be created.
Delete one instance only
1
Open the specific task
Click on the task you want to skip.
2
Delete this instance
Choose Delete this task only.
3
Series continues
Future tasks will still be created.
Common recurring tasks
Client maintenance
| Task | Frequency | Notes |
|---|---|---|
| Quarterly review prep | Every 3 months | Before scheduled reviews |
| Birthday reminder | Annually | 1 week before birthday |
| Annual review | Yearly | On anniversary date |
| Portfolio rebalance check | Quarterly | End of quarter |
Compliance
| Task | Frequency | Notes |
|---|---|---|
| ADV review | Annually | Before filing deadline |
| Compliance audit prep | Annually | Before audit |
| Best interest documentation | As needed | Per transaction |
Operations
| Task | Frequency | Notes |
|---|---|---|
| RMD reminders | Annually | December for required distributions |
| Fee billing | Monthly/Quarterly | Per billing cycle |
| Beneficiary review | Annually | After new year |
Best practices
- Don’t over-automate — Only create recurring tasks for truly repeating work
- Set realistic frequencies — Match the actual cadence of the activity
- Use clear titles — Include timing context (e.g., “Q1 Review Prep”)
- Link to households — Associate with the relevant client or prospect
- Assign appropriately — Make sure someone is responsible
- Review periodically — Audit recurring tasks for relevance