Use Repeat Tasks for recurring activities such as weekly meetings, quarterly progress check-ins and other ongoing work.
Repeat Tasks is a new feature released in Summer ‘18 - available in versions 13.27 and above.
Don't see Repeat Tasks? If Taskfeed was installed in your Organization for the first time before July 2018, ask your Salesforce Administrator to include Repeat Tasks fields on the Taskfeed Task page layout.
- The next recurring Task will be created when the previous one is completed. The recurring Task will be created in the Default list on the Board.
Creating Repeat Tasks
Open the Task you wish to repeat in the Taskfeed Tasks tab. If you create a new Task, make sure to select the Board and the List and then open it in the Taskfeed Tasks tab.
Find the Repeat Section on the page. If you don't see the Repeat section on the page, follow this article.
Click Edit and scroll to the Repeat section.
Select a Repeat Frequency: Never, Weekly, Monthly or Yearly.
Enter a Repeat Interval number:
If you want the Task to repeat once a week, select Weekly and enter 1 for the Repeat Interval
If you want the Task to repeat once every Quarter, select Monthly and enter 3 for the Repeat Interval.
Select when to stop repeating the Task by entering a value for either Repeat End After Occurrences or Repeat End Date.
Leave the other Repeat fields blank.
The Repeated Task checkbox will be checked automatically after the first occurrence.
The Repeated Occurrences auto-populates after the first occurrence to show how many Tasks occurrences have been completed.