Workflow and Task Management

3 min

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How do I set up a task to repeat weekly?

To set up a task to repat weekly,

Click Add New under your Non-Closing Tasks
Click the Repeat button to set a repeat frequency

Note: All Closing Tasks (i.e., anything that's not in Non-Closing Tasks) automatically repeat monthly when you start a new close.

Is there a way to bulk add tasks to multiple clients?

Yes! You can create Close templates and bulk apply them to all clients.