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Effortless Task Management with Recurring Tasks
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What's New

Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Stay Compliant with Automated Client Review Reminders by Email and SMS Integrated Email Marketing with SendGrid Multiple writing Advisors Per Account Click-To-Call Solution Announcement Email Marketing Campaigns Announcement Click-to-Call and Measuring Scheduler Performance New Subject Lines for Appointment System Email Notifications Unlock Your Advisory Firm's Full Automation with Workflows Increase Productivity and Save Time with LeadCenter Peek

Effortless Task Management with Recurring Tasks

03/12/2025

Managing repetitive tasks just got easier. Create recurring tasks that repeat at your preferred frequency.

  • Flexible Scheduling Options: Set tasks to repeat daily, weekly, monthly, or yearly, choosing specific days or dates for recurrence.
  • Automatic Task Generation: When a recurring task is marked as complete, the system automatically generates the next scheduled task, keeping your task list updated.
  • Custom End Conditions: Choose to end recurrence after a set number of occurrences or on a specific date.
  • Easy Management & Updates
    • A new "Recurring" filter is added to the Status dropdown, allowing you to quickly view only recurring tasks.
    • When editing a recurring task, you'll be prompted with two options:
      • "Only this task" → Converts the task into a standalone entry, keeping the original recurrence pattern intact.
      • "This task and all upcoming tasks in this series" → Updates all future occurrences from that point forward.

How to Create a Recurring Task

  1. Navigate to the Tasks Page.
  2. Click the icon from the left-side menu or select “Create Task” from the “Action” dropdown on the top right.
  3. Enter the task title and details.
  4. Check the “Repeats?” box.
  5. Select the frequency (Daily, Weekly, Monthly, or Yearly) and configure recurrence options.
  6. Set the start date and define the end condition (Never, After X occurrences, or On a specific date).
  7. Click Save to create the recurring task.

Need Assistance?

If you need help setting up or managing recurring tasks, our support team is here to assist you! Reach out via support@leadcenter.ai.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.