I see there is an option to set tasks to recur. When would this be used? How does the tool work?

How do I make a task recurring?

Certain tasks, especially those pertaining to the operations and accounting of the firm, are performed with regularity. You might set up a recurring task to invoice clients for unbilled time every other week or set up a task to connect with a referral source each month. These tasks can be set to recur on a regular basis. To do this:
  • Go to the Recurring tab inside of the Task

  • Select how often you would like it to recur, and select and 'End By' date.


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