Setting up Recurrences for Jobs and Tasks

As part of your practice, you will probably have Jobs and Tasks that you perform more than once, and most likely on a regular basis, for example, tax returns or annual accounts.

To use a Task more than once, you can set it to recur. For example, you can create a meeting request task that occurs every month. You can even specify how many times you want the Task to recur by selecting the Number of instances.

For further information please refer to our Knowledge Base article on: How to setup a Task.

Here you can see how the task shows when it recurs

Article ID: 2986
Last updated: 24 Aug, 2020
Revision: 6
Practice Manager -> Setting up Recurrences for Jobs and Tasks