Recurring journals

How to create a recurring journal?
This is an optional functionality to auto-populate those tasks that you do on a recurring basis, e.g weekly client calls, team meetings, daily email admin t...
Thu, 17 Dec, 2020 at 1:36 PM
How to edit a recurring journal?
To edit a recurring journal, go to the main navigation bar and click on ‘Journals’ and then ‘Recurring Journals’. Any recurring journals that you h...
Thu, 17 Dec, 2020 at 1:36 PM
How to delete a recurring journal?
To delete a recurring journal, go to the main navigation bar and click on “Journals” and then “Recurring Journals. Click on the vertical ellipsis o...
Thu, 17 Dec, 2020 at 1:37 PM
How to approve a pending journal?
If you have set up recurring journals and the schedule is still active, any pending journals will appear in the pending journals section in your standard jo...
Thu, 17 Dec, 2020 at 1:37 PM
Why isn’t my pending journal showing?
If you have set up recurring journals and your pending journal entries aren’t showing, it is possible that the schedule that you set up originally for the r...
Thu, 17 Dec, 2020 at 1:38 PM