Recurring Tasks


Recurring tasks is a feature that allows you to create tasks that will repeat on a given period.

To create recurring task go to the Tasks menu in the admin area and click on the top left button New task

recurring task

A popup modal will be shown to add new task.

recurring task
  1. Add task subject
  2. On the recurring field select repeat interval, you can also select custom interval to fit for your needs.
  3. Save the task

How the task will be repeated?

If you set start date 2016-09-27 and set repeat every week the task will be auto created after 7 days from the start date, in this case the task will be auto created on 2016-10-03.

How will I receive notification when the task will be re-created?

The task assignees will receive an email and web notification that new task is assigned to them or simply you will be able to notice the new task in the tasks list area.

Stop a recurring task

In order to stop a recurring task, you will need to edit the task and set the Repeat Every drop-down field to empty.

Notes

1. This feature requires CRON Job setup to work properly.
2. This feature is added in version 1.2.4


Did you find this article useful?



  • Add New Task Status

    NOTE: This feature is available starting from version 1.6.2 By default Perfex CRM ships with 5 predefined statuses, Not Started, In Progress, Testing...

  • Bill Tasks

    1. To invoice non-project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After...

  • Linking task to features

    Task can be linked to any important features in Perfex CRM to keep track of your work and assign important actions to your agents. Go to Tasks m...

  • Task Timesheets

    Task timesheets is all started timers for specific task, timesheets are stored separately for each task started by the task assignees. To view all ta...

  • Add task assignees

    To add task assignees open the task by clicking on the task subject while the tasks are listed. On the right side of the task modal there will be dro...