Recurring tasks and events
Key Takeaway
Recurring tasks stay off until an admin turns them on in Activity Settings, and users in Lightning Experience and the Salesforce mobile app need extra admin setup before they can create them. Repeating tasks create the next task only when the current one is due or completed.
Salesforce lets users schedule activities that repeat, instead of creating each one by hand. There are two ways to make a task repeat. Recurring tasks repeat at a set interval. Repeating tasks create the next task a set number of days after the current one is due or completed. Events that repeat form a series, and a series follows its own rules for editing and deleting.
How to turn on recurring tasks
Recurring tasks are off until an admin turns them on. To turn them on, the admin needs both the "Customize Application" and "Modify All Data" permissions. Recurring tasks are available in all editions except Personal.
- From Setup, open Activity Settings.
- Select "Enable Creation of Recurring Tasks".
- Click Submit.
Selecting the setting is not enough for users in Lightning Experience or the Salesforce mobile app. The admin may also need to make these changes:
If users work in Lightning Experience...
The admin must also add the "Create Recurring Series of Tasks" field to the Task Detail section of the org's Task page layouts.
If the Salesforce Mobile and Lightning Experience Actions section on a Task page layout has been overridden...
The admin must also add the "Delete Series" and "View Series" actions to that section.
If users need to create recurring tasks in the Salesforce mobile app...
The admin must deselect "Show simpler New Task form on mobile" on the Activity Settings page. The simpler New Task form doesn't include the options for creating recurring tasks.