What are recurring tasks?
Recurring Tasks automatically create the next occurrence of a task based on the schedule you define, eliminating the need to recreate recurring work.
đ Note: Swivel creates one future task at a time. Each new occurrence inherits the original task's name, description, assignee, priority, category, and linked Contact or Product.
When should I use recurring tasks?
Recurring Tasks are ideal for activities you perform on a regular schedule, including:
Annual policy reviews
Quarterly client check-ins
Monthly compliance activities
Weekly prospect follow-ups
Daily operational responsibilities
If you find yourself creating the same task repeatedly, a recurring task can save time and help ensure nothing is overlooked.
Create a recurring task
Create a new task or open an existing one.
In the Task Details window, scroll to the Repeats section and turn the toggle On.
Configure your recurrence:
Choose how often the task should repeat.
Choose whether the next task should be created on a Fixed schedule or When completed.
If needed, choose when the recurring series should end.
Select Save recurrence.
Your task is now configured to repeat automatically based on the schedule you selected. Swivel will create the next occurrence according to your recurrence settings.
Configure the Recurring Schedule
After turning Repeats on, configure how your task should repeat.
Choose when the next task is created
The Based on setting determines when Swivel creates the next task in the series.
Fixed schedule
Choose Fixed schedule when the task should occur on specific calendar dates, whether or not the current task has been completed.
Examples:
Annual client reviews
Monthly reporting
Compliance deadlines
When completed
Choose When completed when the next task should be created after you complete the current task.
This option is ideal when the timing should be based on completing the work instead of a calendar date.
Examples:
Follow up 30 days after meeting with a client
Contact a prospect one week after sending information
Schedule a review six months after the previous review
Choose how often the task repeats
Use the Repeat every setting to choose how often the task should recur.
Repeat Every
First, enter how many days, weeks, months, or years should pass between each occurrence. Then select the time interval from the dropdown.
For example:
Every 1 week
Every 2 weeks
Every 3 months
Every 1 year
Tip: Depending on the recurrence interval you select, additional scheduling options may become available, such as choosing specific days of the week or dates within the month.
Choose when the series ends
Use the Ends setting to determine how long the recurring series should continue.
You can configure the series to:
Never end
End after a specific number of occurrences
End on a specific date
Things to know
Swivel only creates the next occurrence in a recurring series.
There is never more than one open task in the same recurring series.
Each occurrence is its own task with a separate completion status, comments, and activity history.
Updating the recurrence schedule changes future occurrences without affecting the current open task.
Each new occurrence automatically copies the task name, description, assignee, priority, category, and linked Contact or Product.
Frequently Asked Questions
Why don't I see all future recurring tasks?
Swivel only creates the next occurrence in a recurring series. This keeps your task list organized while ensuring the next task is available when it's needed.
Can I change a recurring schedule after it's been created?
Yes. You can edit the recurring schedule at any time. Changes apply to future occurrences without affecting the current open task.
What if I don't complete a recurring task?
If the task uses Fixed schedule, the next occurrence is created on its scheduled date, regardless of whether the current task has been completed.
If the task uses When completed, the next occurrence isn't created until you complete the current task.
What information is copied to each recurring task?
Each new occurrence automatically inherits the original task's:
Name
Description
Assignee
Priority
Category
Linked Contact
Linked Product