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Add recurring requests

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Level 2

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

1 Accepted Solution

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Correct answer by
Community Advisor

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 : )

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2 Replies

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Correct answer by
Community Advisor

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 : )

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Administrator

@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