Recurring Tasks

Quickly see what you’re working on

• Create a repeating series for any task that occurs on a regular basis
• Ensure recurring tasks are tracked with your customer data and available for reporting just like regular tasks

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With Recurring Tasks, you can create a repeating series of tasks for all those tasks that occur regularly. Set a reminder to call your customer every month to check in. Or add a task for one of your sales reps to send you a weekly forecast update every Friday. And to make sure that all your customer interactions are consolidated in Salesforce CRM, recurring tasks are tracked with your customer data and made available for reporting just like regular tasks.

Note: Enabled for the organization and end users.

(Available in all editions)

Additional Resources:

• Release Notes
• IdeaExchange Idea