We can now create repeating task checklist items in a specific Opportunity using the Command App. This is great if you want to set up a recurring check-in, at any point of the Opportunity life cycle. You will see these repeating tasks populate not only in the Opportunity Checklist, but also the Tasks Applet. When you complete the current occurrence of the repeating task, the new one will populate (after a page refresh) and you will still see the old one (completed) in the checklist, so you will be able to keep track of every one you completed.
To create a repeating task for a specific Opportunity using the Command App:
1. Find the Opportunity you want to add a repeating task for, tap the Checklist button, then tap the Add Task button, , at the bottom right of the screen.
2. Fill out the top-level Task Details:
- Task Name - name the task for future reference.
- Phase and Stage - select where in the Opportunity Pipeline you want this task to populate. This will auto-populate with the current Phase/Stage.
- Description - enter a task description, which can be referenced when completing the task.
- Hyperlink - the hyperlink field is useful if there is a web page you want to let a contact know about on a phone call, or maybe you are setting an internal task for yourself and want to link to the resource you need while actually completing the task.
- Priority - the priority level is a way to organize your tasks, where you can use filters to view what is most important, in the moment.
- Due Date - when do you want this task to be due, once it populates. The due date you set here will set the due date standard for the future tasks that are populated with the repeat settings.
3. Tap in the Repeat field and select how often you want this task to populate. Once you are done, tap Save, at the top right of the screen.
- Daily - the task will repeat every day.
- Weekly - the task will repeat weekly, on the day of the week you are creating this task (Weekly on Tuesday).
- Monthly - the task will repeat monthly, on the day of the month you are creating this task (Monthly on the third Tuesday).
- Yearly - the task will repeat once per year, on the exact date you are creating this task (Yearly on October 7th).
- Custom - this option gives you flexibility to set the repeat based on type of repeat (day, week, month, year), day of repeat, and gives you the ability to set a custom ending setting (never, specific date, number of occurrences).
You will see the new repeating task populate not only in the Opportunity Checklist, but also the Tasks Applet. When you complete the current occurrence of the repeating task, the new once will populate (after a page refresh) and you will still see the old one (completed) in the checklist.
- If you move the Opportunity to a new Phase/Stage, the next occurrence of the repeating task will appear in the new Phase/Stage. This means the repeating task will effectively move with through the Phases/Stages of the Opportunity, though it might take you completing the previous one to see it move.
- If you want to archive the task, it will give you an option to either archive the occurrence or the entire series.