How to create Recurring Actions
Recurring actions are great for those things that you want to remember to do on a regular basis.
Want to send your invoices each Friday? Want to post on social media each day? Want to take a walk each evening? Prepare for a meeting each month? Use recurring actions.
- To create a recurring action, you can’t use the quick, inline way to add actions, you need to click on these 3 dots and open the New Action popup.
- Then you simply add the description of your action and choose a recurring frequency. You can choose from; every day, every weekday (or weekend), every week on this day of the week, or every month on this date. If you need something to recur say twice a week, just add it in weekly on both days that you’d like it to recur.
- Click “Add Action” and you’re done.
Note that recurring actions *will not* appear as outstanding if you don’t do them on the day you set. (We don’t want you ending up with 17 outstanding actions telling you to “go for a run”!