Use recurring tasks to create tasks that repeat at a specified interval.
Required Editions
| Available in: Lightning Experience and all versions of the Salesforce mobile
app |
| Available in: All editions except Personal |
| User Permissions Needed |
| To enable recurring tasks: |
Customize Application and Modify All Data |
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From Setup, enter Activity Settings in the Quick
Find box, then select Activity Settings.
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Select Enable Creation of Recurring Tasks.
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Click Submit.
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Add the Create Recurring Series of Tasks field to the Task Detail
section of your org’s Task page layouts.
If the Salesforce Mobile and Lightning Experience Actions section on a Task page layout
has been overridden, include the Delete Series and View Series actions from the Mobile &
Lightning Actions category in the section. Add these actions if they’re not already
there.
To create recurring tasks in the Salesforce mobile app, deselect Show simpler
New Task form on mobile on the Activity Settings page. The simpler New Task form
doesn’t include the options for creating recurring tasks.