Use repeating tasks to make a task recur a specified number of days after a trigger that you choose. The next task in the series is created only when the current task is due or marked completed. Repeating tasks are a streamlined alternative to regularly recurring tasks when you don’t have to get a task done on a specific day.
Required Editions
| Available in: Salesforce Classic, Lightning Experience, and all versions of the Salesforce mobile app |
| Available in: All editions except Personal |
| User Permissions Needed | |
|---|---|
| To create repeating tasks: | Edit Tasks |
- View a new or existing task.
-
For Repeat This Task, select After due date
or After date completed. If you don’t see the repeating tasks
option, ask your Salesforce administrator to add repeating tasks to a page layout.
Note When tasks in a series are set to repeat after their due date, Salesforce doesn’t create recurrences that would have been due in the past. Instead, Salesforce keeps adding the interval until a repeated task has a due date in the future.For example, suppose that someone sets a task to repeat three days after it’s due. But, that person doesn’t complete the task (mark it Closed) until five days after it’s due. Instead of creating a task that’s already overdue, Salesforce gives the new task a due date of tomorrow. This due date is equivalent to 6 days after the due date; two intervals of three days each.
If that person completes the repeating task (marks it Closed) before the due date, the next task is still due three days after the due date.
- For Recurrence Interval, enter the number of days after the task’s due date or completed date when you want the next task to be due.
If Repeat This Task on an existing task is set to (Task closed), it indicates that the task was closed as part of a repeating series. You can use this information to distinguish repeating tasks from other tasks for reporting purposes.
If you use Salesforce for Outlook to sync tasks, individual tasks in a repeating series are synced as they’re created.