Tips

How to Set Recurring Tasks in eWay-CRM

DID YOU KNOW...

 

...that you can set tasks in eWay-CRM as recurring? They can be repeated daily, weekly, monthly or yearly. For example, an accountant can set up a task to prepare payrolls so the task moves to the next month when completed. How to do it?

  1. Open the task and fill in the Start Date.
  2. Click the Recurrence button under the Tasks tab.
  3. Fill in the Recurrence Pattern. First the frequency (daily/weekly/monthly/yearly) and then specify a recurrence date.
  4. Finally, select the Range of Recurrence. Whether on a specific date, after a certain number of recurrence of the task or choose No End Date. And press OK.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

Ondřej Svoboda
27. 4. 2021
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