Repeating follow-ups

It may happen that you want to create a series of follow-ups to occur at regular intervals, for example, a weekly status meeting. Instead of recording these meetings one at a time, you can use the repeating follow-ups function.

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Frequency

Frequency is how the follow-up is repeated. The pattern can be daily, weekly, monthly, yearly, or repeat at a user-defined interval. The options available for each frequency vary.

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Daily

If you select Daily, you can specify that the follow-up should repeat every working day, every day of the week, or at a user-defined interval, such as every other day.

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Weekly

If you select Weekly, you can specify that the follow-up should repeat at a user-defined weekly interval, such as every three weeks, and on which day of the week it should take place.

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Monthly

If you select Monthly, you can specify on which day of the month the follow-up should repeat, for example, on the 5th of the month, and a user-defined monthly interval, such as every 4th month. You can also specify that the follow-up should repeat, for example, on the fourth Wednesday of the month.

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Yearly

If you select Yearly, you can specify on which day and month the follow-up should repeat each year, for example, every 23rd of September.