Recurring Tasks!

Nathan Kontny
Aug 22, 2016 · 2 min read

Recurring tasks have been a big ask since I came onboard Highrise and I’m sure since the beginning of Highrise as a CRM.


When will you be able to set a recurring task in Highrise? Have a customer that wants you to call him every month for a reorder = recurring task.

Always want to ask for a report from a remote employee on every third Friday = recurring task. Seems like that would be an important feature. Any plans on adding this?

I have to manually input task flows for clients every day and it has become such a daunting task. It takes a lot of time out of my day just to complete inputting tasks.


So we are thrilled to announce we now have recurring tasks in Highrise!

The new occurrence of a task is based on the completion of the original task. If you have contacts you want to follow up with on a regular basis, you can set your recurrence based on Completion time:

If you have tasks like putting together a quarterly budget or paying bills on a monthly basis, you can set them up to repeat based on the Original due time, so the recurrence is set even if you’re late for one cycle:

If you’d like any more help with recurring tasks, we have some great documentation setup: here.

These have been a huge help in my own tasks and activities and so far others seem pretty excited too:

Just wanted to say, I just saw the recurring feature in Tasks, and I’m so happy I could cry! Finally! Thank you!!!


P.S. If you’ve been enjoying the updates we’ve been making to Highrise, please tell a friend. Or hit the button below below.

We could really use your help spreading the word that Highrise is better than ever!

Highrise

Ideas and development from the team at Highrise…

Nathan Kontny

Written by

Y Combinator alum. Created Draft (http://draftin.com). Watch: https://youtube.com/nathankontny. Previous: Highrise CEO, Rockstar Coders CTO

Highrise

Highrise

Ideas and development from the team at Highrise (http://highrisehq.com)

Nathan Kontny

Written by

Y Combinator alum. Created Draft (http://draftin.com). Watch: https://youtube.com/nathankontny. Previous: Highrise CEO, Rockstar Coders CTO

Highrise

Highrise

Ideas and development from the team at Highrise (http://highrisehq.com)

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