Scheduling the Activities to Recur Monthly
You can specify to schedule an activity to occur once, daily, weekly, monthly or yearly.
To schedule an activity to recur monthly:
- Schedule or edit an activity.
- Click the Recurring tab.
- In This activity occurs, select Monthly.
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Select how the activity is to recur.
- If the activity is required to recur on a specific day of the month, select the Every X Month(s) on day option, enter the number of months between recurrences, and then click the drop-down arrow to select the day of the month that you want the activity to recur. For example, an activity recurs every 2 months on the 15th.
- If the activity is required to recur on a specific day of the week every month, select the Every X Month(s) on the option, enter the number of months between recurrences, click the drop-down arrow to select the week of the month, and then click the drop-down arrow to select the day of the week that you want the activity to recur. For example, an activity recurs on the third Tuesday of the month.
- If the activity is required to recur only after the previous occurrences have been completed, select the Every X Month(s) after completion option, and then enter the number of months between recurrences. For example, an activity recurs one month after it is completed.
- In the Start Recurring field, click (Calendar), select a date, and then click OK.
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Perform one of the following:
- In the End After field, specify the number of times the activity must occur.
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Click End Recurring (Calendar) and select a different date, and then click OK.
Click the End Recurring field and select a date from the calendar.
- When finished making all activity changes, click OK.
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