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Sales Productivity
Enable Recurring Tasks in Lightning Experience and the Salesforce Mobile App

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Enable Recurring Tasks in Lightning Experience and the Salesforce Mobile App

Use recurring tasks to create tasks that repeat at a specified interval.

Required Editions

Available in: Lightning Experience and all versions of the Salesforce mobile app
Available in: All editions except Personal
User Permissions Needed
To enable recurring tasks: Customize Application and Modify All Data
  1. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
  2. Select Enable Creation of Recurring Tasks.
  3. Click Submit.
  4. Add the Create Recurring Series of Tasks field to the Task Detail section of your org’s Task page layouts.
    If the Salesforce Mobile and Lightning Experience Actions section on a Task page layout has been overridden, include the Delete Series and View Series actions from the Mobile & Lightning Actions category in the section. Add these actions if they’re not already there.
    To create recurring tasks in the Salesforce mobile app, deselect Show simpler New Task form on mobile on the Activity Settings page. The simpler New Task form doesn’t include the options for creating recurring tasks.

See Also

 
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