Ad-hoc tasks, created in the Action Items widget, can be set up as a one-time task or a recurring task. For more information about the basics of creating tasks, please visit our Creating Tasks guide.
First, create an ad hoc task on your Tasks page.
The task creation pop-up will appear, and you will want to fill out all the required information. Check "Yes" when asked if the task will be recurring.
Once "Yes" is selected, new questions will appear.
Choose the frequency of the task.
Choose the first due date, then choose the end date of the recurring task. If the recurring task has no end date, leave this section blank.
Once you have completed all the required sections, as seen below, click Create Task.
Your new recurring tasks will now show up in your compliance calendar as well as email notifications (depending on the due date).
💡Note: Once the recurring task has been created, you will not be able to change the task due date. If you'd like to change the due date, you will need to create a new task with the correct date.
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