Recurring tasks are perfect for managing repetitive B2B workflows like weekly reporting or monthly lead follow-ups. Here is the simple guide:
- On your Microsoft 365 main dashboard, click the App launcher in the upper-left corner.
- From the app list, select To Do to open Microsoft To Do.
- Click on an existing task that you want to repeat.
- Click "Repeat" to set up a recurring schedule for this task.
- Choose from a preset frequency such as Daily, Weekdays, Weekly, Monthly, Yearly, or Custom.
- Confirm the recurrence icon appears next to your task to ensure the automation is active, and you're all set.
