Add a new Recurring event

  1. Under the Calendar menu go to “Recurring”
  2. Now click the add button
  3. Type in a descriptive name for the recurring, e.g. “Payroll Reminder”
  4. The start date is optional
  5. Enter a time when you want the recurring event to run
  6. Select the frequency, weekly, monthly or yearly
  7. Choose the days / months / weeks or the date depending on the frequency
  8. Select an action from the drop down list, e.g. email, notification, create task
  9. Enter the action information
  10. Click the save button

After saving the list of recurring records will show you when it’s going to run next.

At any time you can go back into the recurring record and edit the details.