Repeat a Task annually, monthly, weekly or daily - it posts the next one by itself, and skips what was missed rather than piling up.
Some jobs come back every year. An annual review, a renewal, a filing, a birthday call. You should not have to remember to set those up again, and with a recurring Task you don’t.
This guide covers the Repeat toggle on the Add Task form, the five frequencies, and what the system actually does when a recurring Task falls due — which is not what most people assume.
Open the record, go to the Tasks tab and choose Add Task. Set the Task Type and the schedule date exactly as you would for a one-off — a recurring Task is an ordinary Task with one switch flipped.
Under Recurring, switch on Repeat this task. The Recurring Frequency dropdown beside it becomes the setting that matters.
Five choices: Annual, Monthly, Weekly, Bi-Weekly (every 14 days) and Daily.
Annual covers most professional work — reviews, renewals, filings. Monthly suits bookkeeping cycles. Daily is there, but think before you use it: a daily recurring Task generates a Task every single day whether you want one or not.
The schedule date is when you want this occurrence. The Complete Date stays empty until the job is actually done, exactly as with any other outstanding Task.
On the record, the Task now carries a green line under the note: Recurring Task: Annual (next date August 20, 2027). It is telling you precisely what it will do and when, so there is no guessing.
On the main Client Task List the row is labelled Recurring (Annual) in green under the name, so you can tell at a glance which of your jobs repeat and which are one-offs.
Once the schedule date passes, Internoodle posts the next occurrence by itself — a year on, a month on, whatever you chose. You never set it up again.
And it does not pile up. If you have been away and several occurrences have gone by, it skips what was missed and posts only the next one. A daily Task ignored for three weeks does not drop twenty-one rows on your list when you get back.
Annual is the one you will use. Reviews, renewals, filings, insurance dates. Set them once in your first week and they look after themselves for years.
Be careful with Daily. It does exactly what it says. Weekly is usually what people actually mean.
Write the note for a stranger. You are writing to yourself twelve months from now, who will not remember the context. “Annual follow-up about her noodle accounting” beats “annual review”.
Set the date to when you can act. An annual Task dated in your busiest week gets dismissed rather than done. Put it a fortnight earlier.
Complete each occurrence. The recurrence and the completion are separate things — setting a Complete Date closes the one in front of you, and the next one still arrives on schedule.
A recurring Task is an ordinary Task in every other respect. It appears in the outstanding count at the top of every page, it dictates the same way, and it is searchable with the same filters — see Search Your Task History.
Where a recurring Task repeats a job for you, a Workflow runs a sequence of steps at somebody. Use recurring for the annual review you have to do; use a Workflow for the emails that go out around it.
The next occurrence has not appeared. It is created after the schedule date passes, not when you save. Until then you will see one Task and a next date.
I expected a whole year of Tasks. By design it creates one at a time. That is what keeps your list readable.
I was away and expected a backlog. Missed occurrences are skipped deliberately — only the next one is posted.
I want it to stop. Edit the Task and switch off Repeat this task, or set the record inactive. Completing an occurrence does not end the recurrence.
The green Recurring label is not showing. The toggle did not save. Reopen the Task and check Repeat this task is on and a frequency is chosen.
Annual, Monthly, Weekly, Bi-Weekly (every 14 days) and Daily.
No. It creates the next one when the current schedule date passes, so your list only ever shows what is actually due.
They are skipped. You get the next occurrence, not a backlog.
Edit it and turn off Repeat this task. Completing the current one does not stop the series.
Yes. Edit the Task and pick a different one; the next occurrence follows the new setting.
Yes. Every Database Type has the same Add Task form.
Yes — which is why it is worth writing a note that still makes sense a year from now.
No. It appears on your task list and in the outstanding count at the top of every page.
Some jobs come back every year. An annual review, a renewal, a filing. You should not have to remember to set those up again. So on the Add Task form, turn on Repeat this Task.
Then pick your Recurring Frequency. Annual, Monthly, Weekly, Bi-Weekly, or Daily. Here it is an annual follow-up about her noodle accounting, scheduled for August the twentieth.
Save, and the record tells you exactly what it is going to do. Recurring Task, Annual. Next date, August the twentieth, twenty twenty seven.
It is marked on your main Task list too, so you can see at a glance which jobs repeat. And here is the part that does the work for you. Once the schedule date passes, the system posts the next one by itself, a year on.
If you have been away, it does not pile up. It skips what was missed and posts only the next one. Set it once, and it keeps coming back on its own.
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