How to set recurring tasks on Tookan

Setting Recurring Tasks on Tookan

A Simple Guide For Recurring Tasks

Recurring Tasks – Create tasks once without any hassles of entering details again and again.

Recurring Task is a feature under Tookan Extensions which will let you create task once, allowing you to enter the frequency i.e. how often you want to repeat the task. This feature makes it easier for the customer to enter the data without having to enter the details again and again.

The Repeat options include:

  •  Daily.
  •  Weekly
  •  Monthly
  •  Yearly

You can choose the frequency as per your requirement. Once you have logged in to your Tookan account, you will be able to create a New Recurring Task by Activating Recurring Task option in ADD-ONs Section.

Go to Menu > Extensions > Activate Recurring Tasks

After you activate the Recurring Task option, you can create a new task by clicking Create Task on the top right corner of the screen.

There will be a REPEAT option for repeating a task. Click on and you will get the frequency options for repeating a task. The following options are available under Repeat options.

  •  Daily – In daily, the task will repeat on all days.
  •  Weekly – No.of days the task will repeat in a week. You will have the option to select the days on which you want the task to repeat For example : S- Sunday, M-Monday, T- Tuesday, W-Wednesday, T-Thursday, F-Friday and S-Saturday.
  •  Monthly – In a month which all days the task will repeat. The task created will repeat on the same date of every month. For example if the task is created on 29th, then it will be repeated on the 29th of next month.
  •  Yearly– The task will be repeated after a year on the date it was created.
  •  Starts On – Indicates the date and time on which the task started. The task will be started at 5:00 as per your time zone.
  •  Ends On – There are 2 options under this-
  •  After – It indicates after how many occurrences the task will end.
  •  On – This indicates the date and time on which the allotted task will end.

After filling all the details, click on CREATE to complete the task.

 Create Recurring Tasks One Day Prior

 Create Recurring Tasks One Day Prior

This feature allows you to automatically generate and assign a recurring task one day before the scheduled date. It provides several benefits that improve task management and reduce last-minute hassles. Here’s how it helps:

  • Early Task Assignment – Assign the task to an agent one day prior, giving ample time to review and prepare.
  • Reduced Last-Minute Stress – By setting everything up in advance, there’s no need to rush or scramble on the actual task day.
  • Better Coordination – Having tasks ready a day earlier ensures all necessary actions and resources are in place, reducing the chances of errors.
  • Smooth Workflow – The extra preparation time makes task execution more organized and efficient.

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