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