Who This Is For / When to Use
Use Recurring Tasks when you need reminders or follow-ups that repeat on a schedule, such as daily check-ins, weekly reviews, or monthly follow-ups.
What Are Recurring Tasks
Recurring Tasks allow you to:
Automatically generate tasks on a repeating schedule
Control when the recurrence ends (never, on a date, or after a set number of occurrences)
Decide whether new tasks should be created even if earlier ones are overdue
Edit, delete, or restore tasks within a recurring series
Create a Recurring Task
You can create recurring tasks from Tasks, Contacts, or Companies.
Click + New Task or Assign Task.
In the Add New Task modal, enter the task title and description.
Set the Due date.
Enable Recurrence and Set Frequency
Toggle Recurring tasks ON.
In Repeats every, set the interval:
Hour(s)
Day(s)
Week(s)
Month(s)
Year(s)
Example: Repeats every 1 Day
Choose When the Recurrence Ends
Under Ends on, select one option:
Never – Tasks continue indefinitely
Custom date – Tasks stop on a specific date
After X occurrences – Tasks stop after a defined number of repeats
Optional:
Enable Create a new task even if previous task is overdue to ensure tasks are created on schedule regardless of completion status.
Assign and Save the Task
Select the Assignee.
Optionally associate the task with a Contact or Company.
Click Save.
The system creates the first task immediately and schedules future tasks automatically.
Edit a Recurring Task
When editing a recurring task, you can choose:
This task only – Updates only the selected occurrence
All future tasks – Updates the entire remaining series
This allows flexibility without breaking past records.
Delete or Restore Recurring Tasks
Delete
Delete one occurrence without affecting future tasks, or
Delete all upcoming tasks in the series
Restore
Deleted recurring tasks can be restored from the task restore view
Restored tasks resume their original recurrence rules
Key Rules and Behavior
Recurring tasks generate separate task records for each occurrence
Overdue behavior depends on the selected overdue option
Task completion does not stop recurrence unless an end condition is met
Common Issues and Fixes
Tasks Not Repeating
Confirm Recurring tasks is enabled
Check the Ends on condition has not been reached
Too Many Tasks Created
Review frequency and end settings
Avoid using Never unless intentional
Overdue Tasks Blocking New Tasks
Enable Create a new task even if previous task is overdue