Step

Action

Comments

1

From the Recurring Actions tabbed page, click on Open Recurring Actions Form

The form shown below appears.

2

Go to a new record

3

Unlock the Recurring Type and Action titles columns

 This unlocks the
columns

4

Select the Recurring Type and add the action tile

You can add new recurring types from the Set Up page

5

Add the frequency in months and the next due date

6

If required, add who will be accountable.