Salesforce Lightning Experience: Creating Recurring Tasks

If you are wondering how you can create recurring tasks in Salesforce Lightning, here is how.

Before you can create recurring tasks, you or your Salesforce admin may need to check if the feature is enabled:

 

Enable Delete & View Series

  1. In Lightning, go to Setup > Edit Object and Fields > Object Manager > Task
  2. Under Page Layout section > Click into Task Layout
  3. Make sure that ‘Delete Series’ & ‘View Series’ is displaying under ‘Salesforce 1 and Lightning Experience Actions’

 

View & Delete series

 

Display Recurring Fields

  1. In Task Page Layout, make sure to display the following fields: Create Recurring Series of Tasks, Recurrence Interval and Repeat This Task.

    Recurrign fields

Once above is enabled, you will be able to create recurring tasks.

What is View & Delete Series?

View Series is the detail page of the task.
Delete Series allows you to delete the task and all the following recurring tasks.

Delete Series
Note: In order to use Delete Series, you will need to first go to ‘View Series’. 

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