Zoho
Zoho is a cloud-based business software suite, offering CRM, email, finance, and productivity tools.
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How to set repeat types for tasks on Zoho CRM

How it works

  1. First click on the "Tasks" tab in the top navigation menu
  2. Then click on the task in the column section
  3. Next click on the "Edit" button in the task details view
  4. Click on the "Repeat" toggle switch in the edit task form
  5. In the repeat settings popup, configure the fields to apply the initial repeat settings
  6. Click "Done" again after adjusting the reminder settings to daily repeating notifications
  7. Finally click the "Save" button in the top-right corner to save all task changes

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Why should you use this feature?

Zoho is a comprehensive platform designed to streamline business processes and enhance productivity.

One standout feature in Zoho CRM is the ability to set repeat types for tasks, allowing for effortless task automation and scheduling.

This feature is particularly beneficial for managing recurring tasks, ensuring important activities are never forgotten.

By automating repeat tasks, users can focus on other priorities, ultimately boosting efficiency and productivity.

Last update
December 19, 2025
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