How recurring tasks work
When you create a recurring task:- An initial task is created immediately
- After each interval, the next task is automatically created
- Each occurrence is a separate task linked to the recurrence
- The recurrence continues until you deactivate it
Create a recurring task
Set the schedule
Configure the recurrence:
- First due — the date the first task is due
- Repeats every — a number from 1 to 12
- Interval unit — days, weeks, or months
When recurrence is enabled, the due date selector is disabled. The first due date is set in the recurrence configuration instead.
Recurrence intervals
| Interval | Examples |
|---|---|
| Days | Every 1 day, every 3 days |
| Weeks | Every 1 week, every 2 weeks |
| Months | Every 1 month, every 3 months (quarterly), every 12 months (annually) |
Stop a recurring task
To stop future occurrences, deactivate the recurrence. Open a task that belongs to the recurrence series and remove the recurrence. Existing tasks are not affected — only future occurrences stop being created.Common use cases
| Task | Interval | Notes |
|---|---|---|
| Quarterly review prep | Every 3 months | Schedule before client reviews |
| Weekly team check-in | Every 1 week | Recurring team meeting follow-up |
| Monthly billing review | Every 1 month | End-of-month reconciliation |
| Daily client follow-ups | Every 1 day | For active prospect outreach |
Best practices
- Set realistic intervals — match the actual cadence of the activity
- Use clear titles — include timing context (e.g., “Q1 review prep”)
- Link to a relationship — associate with the relevant client, prospect, or other contact
- Assign a responsible person — make sure someone owns each occurrence