Check the box 'Create Recurring Series of Tasks' Choose the frequency 'Monthly.' Choose every 3 months In Lightning Experience, set Repeat to Custom and choose 3 months. In Salesforce Classic, select on # day of every 3 months.
Full Answer
How to create a task or an event in Salesforce?
Creating an event is quick and easy too. Click New Event, or click the day and time the event starts and drag the cursor to the time the event ends. The New Event dialog box appears, with the start and end times already filled out. Enter the event details, and click Save.
How to use Salesforce activities and tasks?
To create a new task:
- Go to the Home tab and select My Tasks and then New. You are given an option to select the record type of the task.
- Input the task details. There are numerous task details which should all be understood differently. ...
- Click on Attach files on the Attachments related list to attach files. ...
- Specify the priority and status of the task created.
How to set a recurring task?
You can add a recurring task in Microsoft Project by following these steps:
- Select Insert – Recurring Task
- The Recurring Task Information dialogue box appears
- Insert the Task Name, Duration, Recurrence Pattern, Start Date and assign any relevant calendar for the task.
- Press Ok
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What are recurring tasks in Salesforce?
Let users create tasks that repeat at a specified interval. If you disable this setting, users can still edit the interval of an existing recurring task, but they can't create more recurring tasks.
Can you set up recurring tasks in Salesforce?
From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Creation of Recurring Tasks. Click Submit.
How do I edit a recurring task in Salesforce?
For tasks that are part of a recurring series:To edit an individual task occurrence, select the View Task subtab, and click Edit Task.To edit an entire task series, select the View Series subtab and click Edit Series. Alternatively, click the Edit Series link in the Recurrence section of the detail page.
Where do I find tasks in Salesforce?
Click the App Launcher menu, and enter Tasks in the search box that appears in the popup modal. Click on Tasks. You will be taken to a list of Tasks. On the right of the currently selected list view, you will see a link Create New View.
How do I delete a recurring task in Salesforce?
Steps to delete an entire Event series in LightningAccess the first occurrence of the recurring event that was created in Lightning Experience via the calendar or the Events list view.On the Event detail page, click on the Delete button.Click on the Delete All Following button.
How do I create a recurring task?
Create a recurring task Click Task, click the bottom part of the Task button and then click Recurring Task. In the Task Name box, type the recurring task's name. In the Duration box, add the duration of each occurrence of the task. In the Recurrence pattern section, click Daily, Weekly, Monthly, or Yearly.
How do I mass update an event in Salesforce?
Perform Mass UpdatesObtain your data by performing an export of the objects you wish to update, or by running a report. ... As a backup measure, save an extra copy of the generated CSV file.Open your working file in a CSV editor such as Excel, and update your data.Launch Data Loader and follow the update wizard.More items...
How do I see all events in Salesforce?
1:502:52How to Access & Create Tasks and Events List Views | SalesforceYouTubeStart of suggested clipEnd of suggested clipModel click calendar click on the calendar. Icon then select table and it will display your recentlyMoreModel click calendar click on the calendar. Icon then select table and it will display your recently viewed events but maybe you want to see all your events from last quarter or some other set of
How do I view recent activity in Salesforce?
To view your Recent Activity page, go to the Ideas tab and click your Nickname link on the right side of the page. To view the Recent Activity page of another member of the zone, click the member's name below any idea or comment that they posted.
Where do we find events and tasks in lightning experience?
Click the Tasks tab, or click View All from the Today's Tasks list on the Lightning Experience Home page.