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Set Recurring Activities in CentraHub CRM

With CentraHub CRM, you can create recurring tasks for activities that are set to repeat over a specific period of time. The repetitive task can be daily, weekly, monthly, yearly, or custom duration - where you can specify the time period.

Steps to Set a Recurring Task through the Task tab

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1. On the New Task page, you can set a recurring task directly.

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2. Set the recurring task and do the following.

3. Select frequency for the recurring task as daily, monthly, weekly, yearly or periodic.

Daily: Specify the number of days after which the task will be repeated.

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Weekly: Specify the exact day along with the number of weeks after which the task would be repeated.

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Monthly: Specify the date or day of the month along with the number of months after which the task would be repeated.

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Yearly:Allows you to specify the date, day and month in which the task needs be repeated.

4. Click Save.

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