You can set a single recurring task from inside a job. The task is immediately linked to that specific job.
Click on a job from the Jobs overview page.

Click on 'Add task'.


Enter all the details of your task.


Set the recurring period (optional). Since this is a birthday reminder, I will choose "Every year".
I also created a Birthday email template so I selected that in the last field. 

Now the task can be found in three places.

  1. In the tasks list of the 'Job details'.

2. In the Tasks page, in the right mindset section. In this case 'I want to chat'.

3. When it is due in a week, on the bottom of the Jobs overview page. 

(In this example the birthday email was not due in a week, so it's not visible yet).

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