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.
Note: For Premier clients, there's another screen that is explained at the end of this article.
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 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.
Note for Premier Users: If you are a Breeze Premier client, the procedure is slightly different. When you click on a day on the calendar, you are given a set of options.
For a recurring activity, select Calendar Activity. The other options are part of the Customer Relationship Management (CRM) feature.
