Create a Recurring activity

Add a new recurring activity for a single resource.

Overview

Creating a recurring activity follows the same process as creating a regular activity, but the option to make it recurring can be selected to reveal additional configuration options.

Prerequisites

Before creating a new recurring activity, the user should set the default value of the timezone, as the timezone of the logged-in user.

This timezone will be the default value in the Timezone drop-down menu in the Create recurring activity screen.

Create a new Recurring activity for a resource

To add a new recurring activity, do the following steps:

  1. Click the Create button add-button.png in the top right-hand corner of the Activities console.
  2. Select + Activity to open the Create activity page and complete the following mandatory fields:
  • Activity type
  • Resource (name)
  • Start date
  • Start time
  • End date
  • End time

There are the following optional fields:

  • Location (selecting an existing location will pre-fill the address if selected).
  • Address (the location where the activity should occur).
  • Notes (to provide a short description of the activity being performed).
  • Timezone
  • All day (to set the start and end times automatically)
  1. Select Make activity recurring.
  2. Configure the recurring pattern by selecting the frequency of the activity and number of occurrences or end date for the series of activities.
  3. Click Create activity.

The recurring activity will now be visible on the Recurring activities list page.