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Recurring Task
Rain avatar
Written by Rain
Updated over 4 months ago

Create a Recurring Task

A recurring task can be done either in the transaction by clicking the Tasks section or by going to the Task Template.

Step 1:

Click the time loop icon from the right side of the task.

Step 2:

You can set up to reopen your task after it closes by using the number of days or choosing a specific date.

Step 3:

Click the Update button to save it.

IMPORTANT:

Triggers associated with the task are not going to recur, only the task will.

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