{"id":4338,"date":"2018-12-20T12:30:41","date_gmt":"2018-12-20T17:30:41","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=4338"},"modified":"2025-12-06T13:03:35","modified_gmt":"2025-12-06T18:03:35","slug":"new-recurring-activities-in-method-crm","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/new-recurring-activities-in-method-crm\/","title":{"rendered":"New! Recurring Activities in Method CRM"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">It&#8217;s rare to find someone whose job is different every single day. From daily to-do&#8217;s to weekly meetings to monthly check-ins, a lot of your tasks likely repeat themselves. But who wants to spend time repeatedly logging those tasks?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The answer is nobody. And that&#8217;s why we&#8217;re thrilled to announce that as of December 20, 2018, we have introduced&nbsp;<strong>recurring activities&nbsp;<\/strong>in Method CRM. This new feature will help users save time and stay organized, no matter how long their to-do lists are.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-are-recurring-activities\"><strong>What are recurring activities?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Method&#8217;s&nbsp;<a href=\"https:\/\/www.method.me\/crm-quickbooks\/customer-management-software\/\">activities app<\/a> has always been a great tool for centralizing your tasks, interactions, and appointments. But up until now, every activity created in Method was a one-time occurrence. So if you wanted to schedule a daily reminder or a bi-weekly meeting, each activity had to be created individually.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now, you have the ability to create a recurring activity \u2014 an activity that repeats on a regular basis. Recurring activities in <a href=\"https:\/\/www.method.me\/\">Method <\/a>can repeat on a daily, weekly, monthly, or yearly basis.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"638\" height=\"536\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/Recurrence.png\" alt=\"\" class=\"wp-image-6246 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/Recurrence.png 638w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/Recurrence-300x252.png 300w\" data-sizes=\"(max-width: 638px) 100vw, 638px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 638px; --smush-placeholder-aspect-ratio: 638\/536;\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-can-i-use-recurring-activities\"><strong>How can I use recurring activities?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Note: If you have customized the activities app in your Method CRM account, you will not see the recurrence update. In order to use recurring activities, you will need to add the recurrence widget to your <\/em>&#8216;<em>New\/Edit Activity&#8217;\u00a0screen. For more information, visit our <a href=\"https:\/\/help.method.me\/\">help center<\/a>.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The next time you create a new activity in <a href=\"https:\/\/www.method.me\/\">Method<\/a>, you will see a new field called <em>Frequency<\/em>. Clicking the pencil icon allows you to edit the frequency, start and end date, and start and end time of your recurring activities. After you save the activity you&#8217;re working on, all of the recurring activities will be created automatically.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"640\" height=\"498\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/FrequencyPencil.png\" alt=\"\" class=\"wp-image-6247 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/FrequencyPencil.png 640w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/FrequencyPencil-300x233.png 300w\" data-sizes=\"(max-width: 640px) 100vw, 640px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/498;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once you have created your recurring activities, you can modify entire schedules or individual activities as necessary. For instance, let&#8217;s say you created a dozen weekly client meetings \u2014 but you accidentally scheduled them for Mondays instead of Tuesdays. No problem! You can edit the master schedule for the meetings, and all of the individual meetings will update accordingly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On the other hand, what if you just need to change the day or time for one of your weekly meetings? That&#8217;s easy, too. Simply edit the individual activity as needed; the other recurring activities in the schedule will not be affected.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>For more information on using recurring activities, visit our <a href=\"https:\/\/help.method.me\/\">help center<\/a> or <a href=\"https:\/\/www.method.me\/contact-us\/\" target=\"_blank\" rel=\"noreferrer noopener\">contact our team<\/a>!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We all have repeating tasks \u2014 but who wants to spend time repeatedly logging them? Save time and stay organized with new recurring activities in Method CRM.<\/p>\n","protected":false},"author":24,"featured_media":6248,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[13],"tags":[183],"class_list":["post-4338","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-method-news","tag-product-updates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>New! 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