Salesforce Lightning Experience: Creating Recurring Tasks

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

  1. In Lightning, go to Setup > Edit Object and Fields > Object Manager > Task
  2. Under Page Layout section > Click into Task Layout
  3. Make sure that ‘Delete Series’ & ‘View Series’ is displaying under ‘Salesforce 1 and Lightning Experience Actions’

View & Delete series

Display Recurring Fields

  1. In Task Page Layout, make sure to display the following fields: Create Recurring Series of Tasks, Recurrence Interval and Repeat This Task.
    Recurrign fields

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.

Delete SeriesNote: In order to use Delete Series, you will need to first go to ‘View Series’.