How to create Cyclic Tasks?

Created by Inês Figueiredo, Modified on Tue, 27 Dec 2022 at 06:00 PM by Virtual Agent

The purpose of cyclic tasks is to prepare a calendar of tasks, which will be repeated with a specific frequency. To use this function, you must create an initial task and replicate it as many times as needed.


This feature is available in the menu Tasks in the Workflow module.


1. To create a cyclic task, select the option Tasks.



2. Create a New Task.



3. Fill out the form and then select the option Cyclic Tasks.



4. You can set the number of times the task will be executed, as well as its periodicity. The current task is included in the number of repetitions you've set. Once you're done, click on Save.



5.  Confirm the Cycle tasks. Here you can still edit the options before you save.



6. The cyclic tasks are represented by the cyclic symbol. You can edit each task by selecting the option Open (magnifying glass icon). You can also create a New Task, which will be independent of already created actions.



7. After selecting the delete option, you can opt for deleting the selected task (2) or deleting all cycle tasks related to the original.


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