Recurring Tasks
Routine work that schedules itself
Set a task to repeat on the cadence you choose, and break the involved ones into checklists. The follow-ups, reviews, and SOPs that keep slipping become things that simply show up when they're due.
Set the cadence once
A weekly check-in, a monthly review, a quarterly QBR — set it to recur and it reappears on schedule, so you're not re-creating the same task from memory every time.
Checklists so steps don't get skipped
Break a multi-step task into a checklist and every run follows the same steps. Your process is in the task, not in someone's head.
Due work finds you
Recurring tasks land in My Day and fire reminders when they're due, so routine work surfaces itself instead of waiting to be remembered.
How it works
Every part, explained.
Create the task
Make a task with its priority, owner, and due date — the same task you'd create for any piece of work.
Set it to recur
Choose the cadence, and KudosCRM regenerates the task on schedule so the routine keeps running without manual re-entry.
Add a checklist
Break the task into ordered steps, so each occurrence is done consistently — the same SOP, every time.
Work it from My Day
When it's due, it appears in My Day with a reminder, and completion is logged on the related record's timeline.
Deep dive
Everything that's in the box.
Flexible recurrence
Repeat a task on the cadence your process needs, so routine follow-ups and reviews are never forgotten or re-created by hand.
Step-by-step checklists
Turn a task into an ordered checklist so multi-step work is done the same way every time, no matter who picks it up.
Priorities & statuses
Each recurring task carries its priority and status, so routine work is triaged alongside everything else on your plate.
Reminders & My Day
Due recurring tasks surface in My Day and trigger reminders, so they get done on time instead of slipping.
Logged to the record
Completing a task is captured on the related contact, deal, or project timeline, so the routine leaves a trail.
Part of the full task system
Recurring tasks share the same board, comments, watchers, and tracking as every other task — one place for all the work.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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