How to Set Recurring Tasks in eWay-CRMTips
Published 27. 4. 2021
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?
- Open the task and fill in the Start Date.
- Click the Recurrence button under the Tasks tab.
- Fill in the Recurrence Pattern. First the frequency (daily/weekly/monthly/yearly) and then specify a recurrence date.
- 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.
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