Recurring tasks allow you to invoice clients for unbilled time every other week or set up a task to connect with a referral source each month. This is useful when tasks, especially those pertaining to the Operations and Accounting of the firm, are performed with regularity.
To set tasks to recur on a regular basis:
- Navigate to the Tasks section to view your Tasks list. Use the filters under the action bar to refine your list.
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Click the Edit icon on the right side of a task row to display the Edit Task modal, then click the Recurring tab.
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Select how often you would like the task to recur in the Recurrence section.
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Use the calendar controls to set an End By date in the When do you want this to stop repeating? section.
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- Click Update to set the recurring task.