0

In my Account layout in each Account record I have a related list allowing me to create Task records.

When I switch to Lightning experience and open an Account record and try to create a new task there is no option to Create Recurring Series of Tasks enter image description here

How to Create Recurring Series of Tasks while I'm in my Account record?

1

You will need to Enable Recurring Tasks in Lightning Experience and the Salesforce Mobile App. Steps are outlined in the link, but in summary, you will need to:

  • Enable the setting Enable Creation of Recurring Tasks from Setup --> Activities Settings to enable it for LEX and Salesforce Mobile App
  • Add the Create Recurring Series of Tasks field on Task page layout
  • Enable Creation of Recurring Tasks that checkbox was already ticked and it was already enabled. Create Recurring Series of Tasks field was added already in my Task page layout. Still no option available to create recurring task while I'm in my Account record. Any ideas on how to solve the issue? – lemdev Feb 14 at 15:31
  • @lemdev I will keep on looking around to see if bringing this field on the screen as in your post is really available or not. I don't know if there's a way to have it on that particular screen or this is only available only when creating a task by clicking say "New Task" button. – Jayant Das Feb 14 at 16:15

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.