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How to Create and Manage Recurring Tasks in Smartsuite

smartsuite Feb 15, 2023

Are you spending a lot of time trying to set recurring tasks in your project management system? Or do you have trouble keeping track of all the future recurring dates? That is a perfect reason to start setting recurring tasks in SmartSuite! If you're new to automation this is a great and simple way to practice and get comfortable with automating. 

In this video, you'll learn about the two major ways you can set recurring tasks in SmartSuite. I'll go over the pros and limitations of using checklists and linked records for recurring tasks. You'll also see how to check for future tasks in SmartSuite and how you can start automating specific tasks.

In this video we’ll discuss:

  • How to set recurring checklist items
  • Where to check for future tasks
  • How to build a new checklist
  • Automating checklist assignments and due dates
  • How to set recurring tasks with linked records
  • Date-based recurring tasks

If you found this helpful and want to give it a try yourself, please use our links below! 👇

Plus, when you're ready to start automating in no-code, be sure to grab our free training here! 👇

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