If you are wondering how you can create recurring tasks in Salesforce Lightning, here is how:
Before you can create recurring tasks, you or your Salesforce admin may need to check if the feature is enabled:
Enable Delete & View Series
- In Lightning, go to Setup > Edit Object and Fields > Object Manager > Task
- Under Page Layout section > Click into Task Layout
- Make sure that ‘Delete Series’ & ‘View Series’ is displaying under ‘Salesforce 1 and Lightning Experience Actions’
Display Recurring Fields
- In Task Page Layout, make sure to display the following fields: Create Recurring Series of Tasks, Recurrence Interval and Repeat This Task.
Once above is enabled, you will be able to create recurring tasks.
What is View & Delete Series?
View Series is the detail page of the task.
Delete Series allows you to delete the task and all the following recurring tasks.