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:

  1. Schedule or edit an activity.
  2. Click the Recurring tab.
  3. In This activity occurs, select Monthly.
  4. 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.
  5. In the Start Recurring field, click calendar_new (Calendar), select a date, and then click OK.
  6. Perform one of the following:
    • In the End After field, specify the number of times the activity must occur.
    • Click End Recurring calendar_new(Calendar) and select a different date, and then click OK.

      Click the End Recurring field and select a date from the calendar.

  7. When finished making all activity changes, click OK.