How to Set Up Recurring Tasks in the Contacts Tab
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For more information, be sure to check out the related help doc at https://help.gohighlevel.com/en/support/solutions/articles/155000003909-recurring-tasks-currently-in-labs-
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In this video, Tina demonstrates how to set up recurring tasks in the Contacts tab to help ensure team members never miss a deadline. Learn step-by-step how to create task reminders, assign them to users, and set up schedules for various frequencies. Follow along for clear instructions and tips on keeping your team organized.
00:00 Introduction to Recurring Tasks
00:07 Why Recurring Tasks are Important
00:54 Setting Up a Recurring Task
01:17 Configuring Task Details
02:30 Assigning and Saving Tasks
02:51 Editing and Deleting Recurring Tasks
03:57 Creating Tasks in the Company Tab
04:15 Conclusion and Final Thoughts