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Creating Recurring Tasks in Quotify CRM

Recurring tasks let you automatically generate tasks on a set schedule, ideal for repeated actions like weekly reports, follow-ups, or maintenance tasks.

📌 How to Create a Recurring Task:

  1. Go to the Tasks menu from the admin dashboard

  2. Click the “New Task” button at the top left

  3. In the task modal:

    • Add a Task Subject

    • In the Recurring field, select the repeat interval (e.g., daily, weekly, monthly)

      You can also choose a custom interval to better match your workflow

  4. Click Save

🔄 How Does Recurrence Work?

Let’s say you set a start date of 2025-07-31 and choose to repeat every week.
The system will automatically generate a new task 7 days after the start date — in this case, on 2025-08-07.

Each newly generated task is treated as a fresh task, and follows your settings and assignments.

🔔 Notifications for Recurring Tasks

When a recurring task is created:

  • Task assignees will receive both an email and a web notification

  • The new task will appear in the Tasks list

🛑 How to Stop a Recurring Task

  1. Open the Tasks module

  2. Use the filter to find your recurring task

  3. Edit the task

  4. In the Repeat Every dropdown, clear the value (set it to blank)

  5. Save the task

This will stop the task from generating new instances going forward.

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