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How do I add recurring tasks on the calendar?

You can set up calendar tasks that recur on a regular basis, for example, weekly or monthly.

To set up a recurring task

Go to the Dashboard. In the Calendar section, click on any day.

The Calendar Activity screen appears.

Complete the fields at the bottom of the screen for recurring tasks.

Select the frequency: Daily, Weekly, Monthly, or Yearly.

In the Occurrences field, enter the number of times the task should recur.

The next field allows you to specify the day. For example, if the frequency is Weekly, you can select a day of the week.

Click Submit. The activity then appears on the calendar, according to the frequency you selected.

Adding Recurring Activities from the Activity Feed

You can also add recurring activities from the Activity Feed of a Breeze record, for example, from the Property screen.

Open the record and click the Add Activity button. The Activity Feed screen appears.

If you select the Show on Calendar option, the screen will display the fields for recurrence. Complete them as needed.


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