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.
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.
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.
| Option | Description | Example |
|---|---|---|
| Every workday (Mon-Fri) | The follow-up repeats at the same time on each working day. | |
| Every weekday (Mon-Sun) | The follow-up repeats at the same time on each day of the week, including the weekend. | |
| Every <number> day(s) | The number of days between each meeting. | Every 6 days. |
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.
| Option | Description | Example |
|---|---|---|
| Every <number> week(s) | The number of weeks between each meeting. | Every 3 weeks. |
| <weekday> | On which weekday(s) the meeting takes place. | Every Tuesday. |
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.
| Option | Description | Example |
|---|---|---|
| Day <number> of every <number> month(s) | The follow-up takes place on the same date each time. | Day 20 of every 3 months. |
| <ordinal number> <weekday> of every <number> month(s) | The follow-up takes place on the same weekday each time. | The fourth Thursday of every 2 months. |
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.
| Option | Description | Example |
|---|---|---|
| Day <number> of <month> | The follow-up takes place on the same date each time. | Day 13 of April. |
| <ordinal number> <weekday> of <month> | The follow-up takes place on the same weekday each time. | The fourth Thursday of August. |