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Monthly Recurring Tasks

I want to be able to schedule tasks on the same date each month. I have over 28 customers who require follow-up regarding their orders each month, and manually scheduling each one is time-consuming. Having a recurring task option would help me stay on top of these follow-ups efficiently.
Status: Completed1 comment

Comments1

  • Sara Cocozza changed status to Planned
    •

    May 6

    Pinned

    Hi Ruth, this is a super insight - I love it.

    A recurring task option for monthly follow-ups makes a lot of sense, and we will get this done. Thanks for sharing this with us.