How to Create Recurring Salesforce Tasks on a Quarterly or Semi-Annual Schedule

Before creating a recurring task, confirm that recurring tasks are enabled in your org by following the steps in Enable Creation of Recurring Tasks.

Set a Task to Recur Quarterly

1. From the Tasks tab, click the drop-down arrow and select New Task.
2. Enter the task general information (subject, assigned to, related to, etc.).
3. Below the Due Date field, check the box Create Recurring Series of Tasks.
4. Set the Frequency to Monthly.
5. Configure the interval to every 3 months:

• In Lightning Experience: Set Repeat to Custom and enter 3 months.
• In Salesforce Classic: Select on # day of every 3 months.

1. Set the Start Date and End Date for the recurrence period.
2. Click Save.

Set a Task to Recur Semi-Annually

To create a task that recurs every six months, follow the same steps above but set the repeat interval to 6 months instead of 3.