Set up a task once and Recruiterflow will keep creating new instances on schedule — no manual recreating needed. Recurring tasks work well for weekly pipeline reviews, monthly client check-ins, quarterly goal planning, and any other routine you run on a schedule.

What are recurring tasks?

A recurring task automatically generates new task instances at the frequency you define. Each instance is independent — completing, editing, or deleting one doesn't affect the others.

Creating a recurring task

Step 1: Start a new task

Click + Create Task.
Add a Task Title, Task Type, Priority, and Assigned To.
Set the Due Date & Time — this becomes the first occurrence.

Step 2: Set the recurrence pattern

Find the Repeats dropdown (default: "Does not repeat").
Choose a pattern:
- Weekly on [day] — same day every week
- Monthly on [date] — same date every month
- Custom — set your own frequency (daily, every X weeks, specific days, last working day of the month, etc.)

Step 3: Define when it ends

Never — repeats indefinitely
On a specific date — stops after a set date
After X occurrences — stops after a fixed number of instances (max 365)

Step 4: Add a reminder (optional)

Choose when to be reminded: at due time, 30 minutes before, 1 hour before, or 1 day before. Reminders apply automatically to every instance.

Step 5: Create

Click Create Task. Recruiterflow creates the first instance and schedules all future ones based on your recurrence pattern.

Viewing recurring tasks

Recurring tasks appear in the Tasks table with a 🔁 icon next to the title. Each instance shows its own due date, type, priority, and assignee. Recruiterflow generates instances on a rolling basis — you won't see the full year at once, just current and upcoming ones.

To filter for recurring tasks, go to the Tasks table, click Filter, and search by task title keyword. Save the filter as "My Recurring Tasks" for quick access.

Editing recurring tasks

When you edit a recurring task, you'll be asked how broadly to apply the change:

Update this task only — changes apply to this instance only; future instances stay on the original schedule.
Update this and all future tasks — changes apply to this instance and every upcoming one. Use this to shift a day, reassign to someone else, or change the recurrence pattern itself.

Note: Changing the recurrence pattern via "This and all future tasks" deletes all future instances and recreates them on the new schedule. Completed past tasks are not affected.

Deleting recurring tasks

When you delete an instance, Recruiterflow asks how far the deletion should reach:

Delete only this task — removes this instance; the series continues.
Delete all recurring open tasks — removes this and all upcoming instances. Type DELETE to confirm. Completed past instances are preserved in history.

To pause a series temporarily: delete all future instances, then recreate the recurring task when you're ready to resume.

Here is the clip showing how to create and delete recurring tasks.

Notifications

Each instance gets its own reminder. If you have Slack or Teams connected, notifications fire for each recurring instance just like regular tasks. Recurring tasks also appear in your daily and weekly email digests. Adjust notification preferences in Settings > Tasks.

Things to know

Completing one instance doesn't affect future ones — they remain scheduled as planned.
You can assign a recurring task to multiple people; each person gets their own copy of each instance.
Link recurring client check-ins to a company or contact — each instance opens that profile automatically.
Individual series are capped at 365 occurrences.
If a recurring task keeps appearing after deletion, you likely chose "Delete only this task." Open any remaining instance, delete it, and choose "Delete all recurring open tasks."