Use repeating tasks to make a task recur a specified number of days after a trigger
that you choose. The next task in the series is created only when the current task is due or
marked completed. Repeating tasks are a streamlined alternative to regularly recurring tasks
when you don’t have to get a task done on a specific day.
Required Editions
Available in: Salesforce Classic,
Lightning Experience, and all versions of the Salesforce mobile app
Available in: All editions except Personal
User Permissions
Needed
To create repeating tasks:
Edit Tasks
View a new or existing task.
For Repeat This Task, select After due date
or After date completed. If you don’t see the repeating tasks
option, ask your Salesforce administrator to add repeating tasks to a page layout.
Note When tasks in a series are set to repeat after their due date, Salesforce doesn’t
create recurrences that would have been due in the past. Instead, Salesforce keeps
adding the interval until a repeated task has a due date in the future.
For example,
suppose that someone sets a task to repeat three days after it’s due. But, that person
doesn’t complete the task (mark it Closed) until five days after it’s due. Instead of
creating a task that’s already overdue, Salesforce gives the new task a due date of
tomorrow. This due date is equivalent to 6 days after the due date; two intervals of
three days each.
If that person completes the repeating task (marks it Closed)
before the due date, the next task is still due three days after the due
date.
For Recurrence Interval, enter the number of days after the task’s
due date or completed date when you want the next task to be due.
If Repeat This Task on an existing task is set to (Task
closed), it indicates that the task was closed as part of a repeating series.
You can use this information to distinguish repeating tasks from other tasks for reporting
purposes.
If you use Salesforce for Outlook to sync tasks, individual tasks in a repeating series are
synced as they’re created.
Note Task attachments aren’t included on repeated tasks. Instead, use Salesforce Files or
include a URL that links to a shared drive.
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