How to Create Recurring Series of Tasks in Lightning Experience and Salesforce Classic

Create a new task with Recurring Series of Tasks in Lightning Experience and Salesforce Classic, we have the option to choose the recurrence (Create Recurring Series of Tasks) with the default frequency options like (daily, weekly, monthly and yearly) using outbox functionality.

Salesforce Lightning Experience:
Enable Recurring Tasks in Lightning Experience and the Salesforce Mobile App
Steps to enable in Lightning Experience,

1) From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
2) Select Enable Creation of Recurring Tasks.
3) Click Submit.
4) Add the Create Recurring Series of Tasks field to the Task Detail section of your org’s Task page layouts.

User-added image

Salesforce Classic:-
User-added image
Demo Video:-

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Use Case by Howard Zager – https://success.salesforce.com/answers?id=9063A000000pZoxQAE (Monthly recurrence for Tasks)

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Salesforce MVP | Lightning Champion | 16x Salesforce Certified | Application Architect | 6x Trailhead Ranger | Techforce Services | Australia

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