There are few tasks that are recurring in nature. I am not able to see a functionality which can help me in creating recurring tasks.
I believe we should have an option to create recurring tasks. There are few tasks related to premium collection, policy renewal, quarterly portfolio review with clients, etc.
Ragini Kumar
I believe we should have an option to create recurring tasks. There are few tasks related to premium collection, policy renewal, quarterly portfolio review with clients, etc.
3 people like this idea