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Despite the fact that we may always be innovating and expanding at work, our workflow often follows certain patterns or repetitions. This frequently necessitates the repetition of certain actions, notifications, board structures, groups, and even items across numerous initiatives on SalesTitan.

This article will discuss how to construct recurring duties to make your workflow more efficient! 

 Creating a recurring task from the Command Center 

 

Creating a Recurring Task from the Activities Board 

Creating a recurring task from the activities board is a straightforward process. Just navigate to your activities calendar, choose a day, and click on it. From there, indicate whether you want it to be a repeat activity, set the timeline for the repetition, and specify the duration.

 

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.

Despite the fact that we may always be innovating and expanding at work, our workflow often follows certain patterns or repetitions. This frequently necessitates the repetition of certain actions, notifications, board structures, groups, and even items across numerous initiatives on SalesTitan.

This article will discuss how to construct recurring duties to make your workflow more efficient! 

 Creating a recurring task from the Command Center 

 

Creating a Recurring Task from the Activities Board 

Creating a recurring task from the activities board is a straightforward process. Just navigate to your activities calendar, choose a day, and click on it. From there, indicate whether you want it to be a repeat activity, set the timeline for the repetition, and specify the duration.

 

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.