Is there any ability to creating “recurring” Tasks in Acumatica? We have Tasks that happen every quarter and what we have to do is to “complete and follow up” and then update the start dates for the next quarter. Is there a way to add a Task and have it appear each month, quarter, year, etc.
Solved
Recurring Tasks (create a Task that appears quarterly)
Best answer by BenjaminCrisman
Hi
You can create a Scenario and then add Tasks, after the scenario is completed you can set it up to be a Recurring Scenario and have it trigger once every 3 periods.


These options can be found under the Configuration menu
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.