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:-
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Demo Video:-


Use Case by Howard Zager – (Monthly recurrence for Tasks)

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I am Sakthivel Madesh, a certified Salesforce Advanced Developer & Administrator working on Salesforce Technology since 2011. I am currently working in Techforce Services as Sr. Salesforce Developer. I have worked on multiple technologies Like PHP, Java, Salesforce, I am very passionate about Salesforce and to earn 15x Salesforce Certification. I love Trailhead for learning Salesforce Skill and Become a Trailhead 5x Ranger too. I Love to Learn & Share my Salesforce knowledge to Salesforce Learners/Beginner using My Blog and Salesforce Community.

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