Scheduling a Recurring Activity

Recurring activities take place at the same time each day, week, month, or year. Examples are a staff meeting every Monday at 10 AM, or a board meeting at 9 PM on the second Monday of each month.

You can choose to have an activity occur:

To schedule a recurring activity

  1. Schedule or edit an activity.
  2. Click the Recurring tab.
  3. Under This activity occurs, click the interval for the activity.
    •  Once
    •  Daily
    •  Weekly
    •  Monthly
    •  Yearly
      Depending on the option you choose, selections appear requiring more in-depth scheduling information. The Only once interval has no options to select.
  4. Set the interval, start recurring and end recurring ends options for the interval you selected.You can end the activity after a set number of occurrences or on a specific date.
  5. When you are finished scheduling or editing the activity, click OK.
    All scheduled occurrences of the activity display on your calendar.

Related Topics

Activities Overview

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.