Use the "Recurring Reminder" field to create a task that repeats regularly.  Select the 7 days option to create a weekly task reminder.  

 

 

📺 Click here to watch the video tutorial 📺

 

 

 

 

 

1.) From the left side menu, click on Contacts/Leads, and then click on Contacts/Leads again

 

 

          

 

 

 

2.) Click on the Find button (top middle)

 

           

 

 

 

 

3.) Search for the contact using the first name, last name, or email fields and then hit Search

 

 

 

             

 

 

 

 

4.) Click on the contact's first name

 

           

 

 

 

 

5.) Scroll down to the Tasks section and click on the + New button

 

 

        

 

 

 

 

 

 

6.) Fill in the necessary info, and then click on the Save & Close button

 

 

Subject:  A few words about what you need to do

Status: Leave it as "to do"

Start Date:  Due date for the first task - set it on the desired day of the week (Monday, Tuesday, etc.). The task will be due on the same day every week. (Ex: If the start date lands on a Thursday, the task will be due every Thursday.)

Recurring Reminder:  Select the "Weekly" option

Body:  Notes section (optional)

 

 

        

 

 

 

 

 

7.) Now the weekly task has been created, and you should see it in the Tasks section!  The "Next Recurring Date" will display the next task due date.