Tasks (Recurring)


(Maria Parsons) #1

Hi - I have recurring tasks for many clients to call them each month for example. Does anybody know how I can get it to display only a few, as i have to scroll down for ages to get to forms etc, as it shows about 30 due tasks going up to 2019!

(Camille Shieff) #2

Are you referring to within the contact record in the tasks tab, that all of the tasks for the rest of the year are appearing there? If so, I would simply make the task not recurring, but instead use a looping campaign to create a new one for you on a set date each month OR when the previous task is marked as complete.