Recurring Tasks

Keeping track of your tasks and setting reminders for their completion helps you concentrate and ensure customer satisfaction. With Recurring Tasks, you can create tasks that need to be completed consistently for the CRM to send you reminders when those completion dates are approaching.

⭐️Why Is This Feature Beneficial To Your Business?

• Increased Productivity: Set repetitive tasks once and get reminders on every occasion, ensuring management saves time and team members who need to complete them are notified.

• Improved Focus: This tool sets up reminders that make team members more conscious of the task at hand and increase our chances of timely completion.

• Reduce Manual Labor: This feature allows you to get rid of post-its and multiple external reminders for your daily or otherwise repetitive tasks making the reminder process easier for everyone.

⭐️How To Use Recurring Tasks:

1. Navigate to the tasks tab inside the contact’s right-side menu and click +Add.

   

2. Fill out the task details and enable the Recurring option.

   

3. Set the frequency of the repetition and duration of the task.

   

4. Select the user who will be responsible for completing this task then click Save.

Automate the reminder process and ensure information is easily accessible by using Recurring Tasks inside of your system. Helping you minimize errors and create accountability with team members.