Recurring Tasks
Leverage recurring tasks to track any compliance calendar due date you can imagine.
Tasks can be set up as a one-time, ad-hoc task or as a series of recurring tasks. For more information about the basics of creating tasks, please visit our Creating Tasks guide.
Start by clicking the 3 dots icon in the Action Items window, then select Add a Task.
The task creation pop-up will appear, where you fill out all the required information. To make the task recurring, check "Yes" to "Do you want this to be a recurring task?".
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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