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How do I set up repeating activities?

When creating activities within your database, you will most likely want to establish some of them as repeating activities (e.g. weekly meetings, regularly scheduled appointments, etc.). You can learn how to create activities here.  In this post we'll cover how to set up an activity as a repeating activity.

When you bring up the Activity Details page, you will see the below: 

All of the fields in this dialog are covered in the post linked to above.  Here we'll just consider how you utilize the Repeat option (highlighted above).  If you click inside the Repeats box, you'll see five repeating options: 

 

There are several things to look at here, dependent upon whether or not you choose to repeat daily, weekly, monthly or yearly.  

If you click daily, you'd then see the below:  

  

This will allow you to set an Activity as repeating every day, every 2 days, every 3 days, every 4 days, etc. Note, whatever recurrence you choose will be based upon the Start Date you set in the Activity Details.

Note as well that you can set a date for when the Repeating Activity should end (that will be the case, regardless of whether you choose Daily, Weekly, etc.). We strongly encourage you to set an End Date as, otherwise, you will be creating an Activity that repeats at whatever frequency you choose for the next 50 years. To set an End date for your repeating activity, you can click inside that box,  select On, and then click inside the mm/dd/yyyy box to choose an end date.

Once you've set up your Repeat and End options, you can click the save activity option. Once you've saved the Activity, you should see the repeating activity on the calendar for the database user to whom it is assigned.

If you choose weekly as your Repeat Frequency, you'd see the below: 

 

As with daily, this allows you to set your Activity to repeat every week, every 2 weeks, etc. You can also choose the day of the week for the repetition to occur.

If you choose monthly, you'd see the below: 

 

This works the same as those above, but allows you to choose a specific day of the month for the activity to occur.

Finally, if you choose yearly as your repeat frequency, you'd see the below: 

 

This option offers the same choices as those above, but you can choose the month when you'd like the annual activity to occur as well as the day of the month that you'd like it to be scheduled for.

FYI: when viewing a repeating activity on your Calendar, it will display a repeating icon to the left of the subject to provide visual a visual hint that the activity is repeating:

Note: If you later edit a repeating activity by changing the date for "future occurrences" or the "series," the repeating series is broken, i.e., all of the occurrences are then treated as individual, non-repeating activities. 

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