How to: Set a Task as Recurring

To create a Recurring Task:

Step 1: Click “Add Task”.

Step 2: Fill in the task details, then open the “Recurrence” dropdown.

Step 3: Choose how often you'd like the task to repeat (e.g., daily, weekly, monthly).

Optional – Custom Recurrence:
Select “Custom” to define a specific schedule.

• The recurrence task will start on the date of your preference by clicking on Starts On

• Use the “Repeat On” option to choose specific days of the week for reminders.

• Notifications will be sent on each selected day.

Step 4: Click “Apply” to save the recurring settings.

Need Help?

If you have any questions or need assistance with a request, please contact your Customer Success Manager or reach out to the Traact Support team.