It would be great to be able to set up recurring tasks so they repeat monthly / quarterly / annually. Instead of needing to forward the start date each time.
Having a repeat box for regular tasks e.g. monthly/quarterly/6 monthly/yearly so that it automatically resets when completed instead of having to set up a new one
Gary Rogers
•
Sep 5, 2025
This is so important for how we work
As an example we manage income payments for clients on a monthly basis and have to ensure cash is always available for the payment date. The process each month is the same but its critical that it is done at the same time each month.
I have envisaged a workflow being used for each event but the thought of having to manually load a workflow every month for 100+ clients fills me with dread.
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Comments2
Joanne Bosworth
Jul 2
•Merged request
•14 votes
Repeat Tasks
Having a repeat box for regular tasks e.g. monthly/quarterly/6 monthly/yearly so that it automatically resets when completed instead of having to set up a new one
Gary Rogers
Sep 5, 2025
This is so important for how we work
As an example we manage income payments for clients on a monthly basis and have to ensure cash is always available for the payment date. The process each month is the same but its critical that it is done at the same time each month.
I have envisaged a workflow being used for each event but the thought of having to manually load a workflow every month for 100+ clients fills me with dread.