Contents
Overview
Recurring tasks in Concours Pro let you set up tasks that automatically repeat at set intervals, saving you from manually creating them each time. You can tweak how often they repeat, set end dates, and manage ongoing tasks with ease.
Recurring Task Settings
- Repeat Frequency:
- Pick how often the task repeats: hourly, daily, weekly, monthly, or yearly, depending on what suits your workflow.
- End Date Options:
- Never: Task keeps going indefinitely.
- Custom Date: Choose a specific date for the task to stop.
- After a Set Number of Occurrence(s): Decide how many times the task should repeat.
- Create a new task even if previous task is overdue:
- Turn this on to make sure the next task is created on schedule, even if earlier ones are still pending or overdue.
How to Use
- Open the Task Creation Window:
- Head to the Tasks, Contacts, or Companies section to access the task creation window.
- Fill in Task Details:
- Enter the task name, description, and any other relevant info.
- Set Up Recurrence:
- Switch on the Recurring Task option.
- In the Repeats Every field, set how often the task should repeat (e.g., every 2 days, every 3 weeks).
- Choose an end date from these options:
- Never
- Custom Date
- After a set number of occurrences
- If needed, tick the box to Create a new task even if the previous one is overdue to keep tasks on track.
- Assign the Task:
- Select the Assignee and, if applicable, link it to a Contact.
- Save the Task:
- Hit Save to lock in the task and kick off the recurrence schedule.
Additional Capabilities
- Make Existing Task Recurring: Turn an existing task into one that repeats at set intervals.
- Edit Tasks: Change a recurring task by updating all future instances or just one specific occurrence.
- Delete Tasks: Remove all future tasks in the series or just a single instance.
- Restore Deleted Tasks: Accidentally deleted a task? You can restore it, but note that any recurrences during the deleted period won’t be recreated.
