How to use Reccuring Actions

You can now set actions to be recurring, automating your task management. This feature helps your team prioritize actions and meet deadlines efficiently.

How to make actions recurring?

You can make any action recur. There are two ways to do it:

If all actions in the article should have the same frequency:

1. Create your article with actions.
2. Start the publication flow.
3. After selecting channels, categories, and audience, you will be able to set recurring actions for all actions in the article by clicking Edit.
4. Pick the needed frequency.
5. Publish the article.

If the actions have different frequencies:

1. Create your article with actions
2. On each action, click Recurring to set the needed frequency for that specific action.

Frequencies

When you set frequencies, you can make it recur daily, weekly or monthly.

Daily: Choose the days of the week the action should repeat on + the time gap the action has to be done. Example, select Monday, Tuesday, Wednesday between 9:00 to 18:00.

The start and end times are crucial as they define when members can start and complete the action, setting clear deadlines for each action.

Weekly: Choose all the weeks of the month the action should be completed on + the time it has to be done. For example, the 4th week of each month on Monday between 9:00 and 18:00.

Monthly: Choose the months of the year the action should be completed and the time it has to be done. For example, the 1st Monday of each month between 9:00 and 18:00.

How to make recurring stop?

Action recurring will stop once the article gets archived or deleted. This can be done manually, or when publishing the article you can already choose an archiving date on which the article will automatically get archived.