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.
- 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).