Creating A Recurring Task

Click the Modules icon and select Tasks.

In the top blue ribbon, click on Administration and select Recurring Tasks.

To create a new recurring task, click the three dots on the top right and select New Task.

Fill out the necessary information.

You may also link an electronic form that must be filled out for the task to be completed.

Complete the task details in the Recurrence section. After reviewing all the task information, click Submit and Create Task Due Automation or simply click Submit.