In Salesforce, we have an inbuilt feature to create recurring tasks when the previous task is closed. Recurrence task is a task created repeatedly until the criteria specified is met. It is used to create a repeating task when the current task is marked as completed or overdue.
Steps for Recurrence Task:
Go to Setup > Customize > Activities > Task Page layout.
Open the page layout for which you need to create recurrence task feature.
![salesforce recurrence task](https://www.mstsolutions.com/wp-content/uploads/2020/12/image-853.png)
To create this recurrence, ask your Salesforce Admin to place the below two fields in Task page layout.
Repeat this Task
Recurrence Interval
![salesforce recurrence task](https://www.mstsolutions.com/wp-content/uploads/2020/12/image-856.png)
After placing two fields, click the Save button to save the changes.
![salesforce recurrence task](https://www.mstsolutions.com/wp-content/uploads/2020/12/image-855.png)
Repeat this Task:
This field is used to describe when the task needs to be repeated. Whether,
- After due date – New task will be created if the current is overdue.
- After completed date – New Task will be created if the current task is closed.
- (Task Closed) – No recurrence will be created by choosing this option. This can be used for reporting purpose.
Recurrence Interval:
This field used to define the due date for the newly created task.
Say for the example, I need to create a task for a Case. On creation of the task, I choose to Repeat this task as after completed date, and Recurrence Interval as 7. When the task is set to complete, the new task will be created with a due date with close date + 7 days.
![salesforce recurrence task](https://www.mstsolutions.com/wp-content/uploads/2020/12/image-854.png)
After creating task, you can see the task in the relevant Case records.
![](https://www.mstsolutions.com/wp-content/uploads/2020/12/image-852.png)
The next task will be automatically created after the task is marked as completed.
![salesforce recurrence task](https://www.mstsolutions.com/wp-content/uploads/2020/12/image-857.png)
If you want to close the task and no recurrence task should be created, then click on Cls link and change Repeat this task status to (Task Closed).
![salesforce recurrence task](https://www.mstsolutions.com/wp-content/uploads/2020/12/image-859.png)
Click on the Save button. The task will be closed and recurrence task will not be created.
![salesforce recurrence task](https://www.mstsolutions.com/wp-content/uploads/2020/12/image-858.png)
Cons:
You can use either Create Recurring Series of Tasks or Repeat this task at a time but you cannot use both features.
Reference Link:
https://help.salesforce.com/articleView?id=tasks_repeating.htm&language=en_US&type=0