Hello,
When we create tasks via CRM, we have the option to set the task to repeat.
However, this functionality does not carry over when creating tasks in other ways, specifically via blueprint or workflow.
This seems like an obvious oversight.
Examples:
When deal changes stages in the blueprint, I want to create a task to update my client on the status of the deal every week.
When deal is created, I want to assign workflow rule that creates a task to follow up with client 1x/month indefinitely until I lose client or until client is reached.
Please check that other CRM's are already doing this (FollowUpBoss) and since the functionality exists within Zoho to create tasks in this way, I see no reason we should not be able to repeat tasks via creation of tasks in the Blueprint and Workflow Rules.
Right now, I create a task in these rules that tells me to create another task that repeats! What a waste of time. I know I can do this via custom function but I should not need custom function to replicate what exists in task creation module.