To create a recurring task, navigate to your my work page.





Click Create


The same new task screen will open as when creating a new task that is not recurring.   


The required fields to complete to send a task are:


  • Task name

  • Channel and Client rief (we do suggest using templates from the auto-suggested or the template library)

  • Deadlines

  • Assignees (Croudies)


You can also add access for assignees to complete their task.



In this screen there will also be a schedule section.


By giving a task a schedule, you are creating a recurring task. This means that the task repeats itself based on the options selected until the end date. `


The repeat options for a schedule are


  • Does not repeat (not recurring)

  • Daily 

  • Weekly 

  • Monthly

  • Same day each month

  • Same week each month


You can set recurring tasks to run up to 6 months from the start date.