Xero Practice Manager - Create recurring job from existing task
Able to create recurring tasks from an existing task.
Purpose: It’s easier to just create a recurring job from an existing job, rather than creating a new job.
AdminXero Team
(Admin, Xero)
shared this idea
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Erica de Villiers
commented
This would be very useful for recurring jobs
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Katina Grieff
commented
Have the capability to transform a newly established task into a repeating job, as well as revise a recurring task to reflect modifications made to a job generated from the recurring assignment.
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Katina Grieff
commented
Have the capability to transform a newly established task into a repeating job, as well as revise a recurring task to reflect modifications made to a job generated from the recurring assignment.
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Rachel Harvey
commented
We have reoccurring annual BAS jobs which are set up on a job template with reoccurring tasks using placeholders. At present the placeholders do not work on the tasks for the reoccuring jobs. This almost makes setting the job up as reoccuring a waste of time as it takes so long to then update all the placeholder fields on the task manually, It would be great if the placeholders on the tasks worked for these reoccuring jobs with tasks.