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ApaliNa1
Level 2
May 5, 2025
Solved

Add recurring requests

  • May 5, 2025
  • 2 replies
  • 425 views

What is the best way to add recurring requests (monthly, quarterly or yearly) ? Can this be automated?

Best answer by Madalyn_Destafney

Hi, I'm sure this can be automated if you have Fusion. Natively, there is not a way to do this. Here are two workarounds:
1. Create recurring tasks. If your requests are just going to be converted to tasks, you could skip that and just set up recurring tasks in a project. 

2. If you don't want recurring tasks, the next easiest way to submit recurring requests is to copy a past request of the same kind and resubmit.

 

Upvote this idea on recurring requests.

2 replies

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
May 5, 2025

Hi, I'm sure this can be automated if you have Fusion. Natively, there is not a way to do this. Here are two workarounds:
1. Create recurring tasks. If your requests are just going to be converted to tasks, you could skip that and just set up recurring tasks in a project. 

2. If you don't want recurring tasks, the next easiest way to submit recurring requests is to copy a past request of the same kind and resubmit.

 

Upvote this idea on recurring requests.

If this helped you, please mark correct to help others : )
    kautuk_sahni
    Community Manager
    kautuk_sahniCommunity Manager
    Community Manager
    July 29, 2025

    @apalina1 Just checking in — were you able to resolve your issue? We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!

    Kautuk Sahni
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