Sometimes you may find yourself needing to mark a Task as complete only to raise another Task for the next time you have to do that action. These recurring Tasks might happen when there is a regular sales review or their is a contract that requires regular documentation to be produced.
To deal with recurring Tasks inside RealtimeCRM simply raise a Task as normal and then, when you are ready to mark it a complete use the Complete and reschedule button.
Rescheduling a Task
View the Task that you want to reschedule and then press the Complete and reschedule button.
- Mark the current task as complete
- Open a form that will allow you to edit any additional details
- Set the date for the next task
The Task will be added a new Task, associated with the same entity (Company, Contact, Opportunity etc) as your original Task.