# Recurring Tasks

> Overview Recurring tasks allow you to create tasks that repeat automatically at specified intervals, reducing the need to manually recreate tasks. With…

- Source: https://docs.ghlcustomercare.com/docs/tasks/creating-tasks/recurring-tasks
- Section: Tasks / Creating Tasks
- Reading time: 2 min
- Images: 3, each explained below
- Modified on Wed, 29 Oct, 2025 at 8:58 AM

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### **Overview**

Recurring tasks allow you to create tasks that repeat automatically at specified intervals, reducing the need to manually recreate tasks. With this feature, you can configure task recurrence, set end dates, and manage ongoing tasks easily.

**TABLE OF CONTENTS**

-   [Overview](#overview)
-   [Feature Details](#feature-details)
    -   [Frequency Settings](#frequency-settings-choose-how-often-the-task-should-repeat)
    -   [End Date Options](#end-date-options)
    -   [Never](#never-the-task-continues-indefinitely)
    -   [Create Even if Previous Task is Overdue](#create-even-if-previous-task-is-overdue-enable-this-option-to-ensure-that-the-ne)
    -   [Task Creation and Updates](#task-creation-and-updates)
    -   [Create a New Task](#create-a-new-task-set-up-a-new-recurring-task)
    -   [Edit Recurring Tasks](#edit-recurring-tasks-adjust-a-recurring-task-by-applying-changes-to-all-future-o)
    -   [Delete Recurring Tasks](#delete-recurring-tasks-you-can-either-delete-all-upcoming-tasks-in-the-series-or)
    -   [Restore Deleted Tasks](#restore-deleted-tasks-accidentally-deleted-tasks-can-be-restored-allowing-you-to)
-   [How to Use:](#how-to-use)
    -   [Open the Add New Task Modal](#open-the-add-new-task-modal-you-can-access-the-task-creation-modal-from-the-task)
    -   [Enter Task Details](#enter-task-details-fill-in-the-relevant-details-such-as-the-task-name-descriptio)
    -   [Set Recurrence](#set-recurrence)
    -   [Toggle on the Recurring Task option.](#toggle-on-the-recurring-task-option)
    -   Assign Task
    -   [Save the Task](#save-the-task-click-save-to-create-the-task-and-start-the-recurrence-schedule)

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### **Feature Details**

-   #### **Frequency Settings:**  
    Choose how often the task should repeat:
    
    -   **Hourly, Daily, Weekly, Monthly, or Yearly** – select the appropriate interval based on your workflow.
-   #### **End Date Options:**
    
    -   #### **Never:** The task continues indefinitely.
        
    -   **Custom Date:** Set a specific end date for the recurring task.
    -   **After a Set Number of Occurrences:** Specify the number of times the task should recur.
-   #### **Create Even if Previous Task is Overdue:**  
    Enable this option to ensure that the next instance of the task is created according to schedule, even if previous occurrences are incomplete or overdue.
    
-   #### **Task Creation and Updates:**
    
    -   #### **Create a New Task:** Set up a new recurring task.
        
    -   **Convert Existing Task to Recurring:** Update an existing task to repeat at set intervals.
-   #### **Edit Recurring Tasks:**  
    Adjust a recurring task by applying changes to all future occurrences or a single instance, depending on your needs.
    
-   #### **Delete Recurring Tasks:**  
    You can either delete all upcoming tasks in the series or delete just a specific occurrence.
    
-   #### **Restore Deleted Tasks:**  
    Accidentally deleted tasks can be restored, allowing you to bring back instances that were previously removed.
    

#### 

If a deleted task is restored, the recurrences during the deleted duration would not be recreated.

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### **How to Use:**

1.  #### **Open the Add New Task Modal:**  
    You can access the task creation modal from the **Tasks**, **Contacts**, or **Companies** page.
    
    
![Step 1 of 5: Open the Add New Task Modal: You can access the task creation modal…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057117292/original/52BBHj9ukD7MjM019C-E6cSvfvA5N1-byw.png)

**Step 1 of 5: Open the Add New Task Modal: You can access the task creation modal…**

This screenshot accompanies step 1 of 5 in the "Open the Add New Task Modal:You can access the task creation modal from the Tasks, Contacts, or Companies page." section of "Recurring Tasks". At this point in the walkthrough you open the Add New Task Modal: You can access the task creation modal from the Tasks, Contacts, or Companies page. This part of the guide covers 3 fields, listed below. The next step is to enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information.
- Where to go: Open the Add New Task Modal: You can access the task creation modal from the Tasks, Contacts, or Companies page.
- Fields: Never, Custom Date, After a set number of occurrences
- Controls: Tasks, Contacts, Companies, Recurring Task, Repeats Every, Ends On, Assignee, Contact, Save
- Next: Enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information.

Full procedure:

1. Open the Add New Task Modal: You can access the task creation modal from the Tasks, Contacts, or Companies page.  <- this image
2. Enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information.
3. Set Recurrence:
4. Assign Task: Select the Assignee and Contact (if relevant) to assign the task.
5. Save the Task: Click Save to create the task and start the recurrence schedule.

    
2.  #### **Enter Task Details:**  
    Fill in the relevant details, such as the task name, description, and any additional information.
    
    
![Step 2 of 5: Enter Task Details: Fill in the relevant details, such as the task…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057117497/original/AvRW5JZq4kvEzqy5TDf8Js_ev_9jegVDtA.png)

**Step 2 of 5: Enter Task Details: Fill in the relevant details, such as the task…**

This screenshot accompanies step 2 of 5 in the "Enter Task Details:Fill in the relevant details, such as the task name, description, and any additional information." section of "Recurring Tasks". At this point in the walkthrough you enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information. This part of the guide covers 3 fields, listed below. The next step is to set Recurrence.
- What to fill in: Enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information.
- Fields: Never, Custom Date, After a set number of occurrences
- Controls: Tasks, Contacts, Companies, Recurring Task, Repeats Every, Ends On, Assignee, Contact, Save
- Next: Set Recurrence:

Full procedure:

1. Open the Add New Task Modal: You can access the task creation modal from the Tasks, Contacts, or Companies page.
2. Enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information.  <- this image
3. Set Recurrence:
4. Assign Task: Select the Assignee and Contact (if relevant) to assign the task.
5. Save the Task: Click Save to create the task and start the recurrence schedule.

    
3.  #### **Set Recurrence:**
    
    -   #### Toggle on the **Recurring Task** option.
        
    -   In the **Repeats Every** field, specify how often the task should repeat (e.g., every 1 day, every 2 weeks).
    -   Choose an end date using the **Ends On** options:
        -   Never
        -   Custom Date
        -   After a set number of occurrences
    -   Optionally, check the setting to **Create a new task even if the previous one is overdue**, ensuring tasks stay on schedule.
    -   Please note that the next task is created only at the scheduled time based on the created date and not immediately after the previous task is closed. 
        
4.  **Assign Task:**  
    Select the **Assignee** and **Contact** (if relevant) to assign the task.
5.  #### **Save the Task:**  
    Click **Save** to create the task and start the recurrence schedule.
    
    
![Step 5 of 5: Save the Task: Click Save to create the task and start the recurrence…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155057117925/original/EaD3CWMQXFhDeokogJggVQCGuuioJW8DEA.png)

**Step 5 of 5: Save the Task: Click Save to create the task and start the recurrence…**

This screenshot accompanies step 5 of 5 in the "Save the Task:Click Save to create the task and start the recurrence schedule." section of "Recurring Tasks". At this point in the walkthrough you save the Task: Click Save to create the task and start the recurrence schedule. This part of the guide covers 3 fields, listed below.
- How to confirm: Save the Task: Click Save to create the task and start the recurrence schedule.
- Fields: Never, Custom Date, After a set number of occurrences
- Controls: Save, Tasks, Contacts, Companies, Recurring Task, Repeats Every, Ends On, Assignee, Contact

Full procedure:

1. Open the Add New Task Modal: You can access the task creation modal from the Tasks, Contacts, or Companies page.
2. Enter Task Details: Fill in the relevant details, such as the task name, description, and any additional information.
3. Set Recurrence:
4. Assign Task: Select the Assignee and Contact (if relevant) to assign the task.
5. Save the Task: Click Save to create the task and start the recurrence schedule.  <- this image

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