Set Project Recurrence

in accounting, many tasks happen again and again—like weekly bookkeeping, monthly payroll, or quarterly reviews instead of setting up the same project every single time, you can just turn on recurrence this means the project will repeat automatically based on the schedule you choose it helps you save time, stay organized, and never forget an important deadline when should you use recurrence? let’s say you run weekly bookkeeping for a client → set weekly recurrence process payroll every month → set monthly recurrence prepare quarterly tax reports → set yearly or quarterly recurrence onboard a new client (one time task) → choose one time how to set project recurrence when creating a new project, you’ll see the recurrence section on the form follow these steps click the recurrence option choose from one time weekly bi weekly semi monthly monthly yearly (optional) link to an accounting period if you want the project to align with your client’s accounting calendar (e g , monthly close), enable this option set start and due dates these dates define the first cycle of the project define lead time (optional) you can choose how many days before the start date the project should recur (e g , to start early prep) hit create your recurring project is now set up each time it recurs, it will follow the same structure unless modified