The best way to set up recurring tasks in Follow Up Boss is by using our Action Plans:

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Navigate to Admin > Action Plans, and then select 'Create Your Own' near the top right-hand corner of the page.

The example above demonstrates setting a weekly recurring task to be applied to any contact, however, you can set any frequency that makes sense for you (daily, monthly, quarterly, etc.) by specifying the number of days in between each task in the Run ___ days after the previous step.

Feel free to reach out to our Support should you need any help with setting this up!

 

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