Copy tasks and manage recurring tasks

Reuse task structures and automate repeat work without duplicating setup manually.

What this feature does

Reuse task structures and automate repeat work without duplicating setup manually. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Step-by-step workflow

1. Open Task → Copy / Recurring settings using an administrator or appropriately permitted account.
2. Review the current value and understand which users, records or automated processes it affects.
3. Enter or select the new configuration values. Keep labels concise and use the approved business terminology.
4. Where credentials, email, webhooks or cron are involved, begin with a test or sandbox configuration.
5. Save the change and confirm that Britixo CRM reports success.
6. Test the affected workflow with a non-critical record and with a restricted user where permissions are relevant.
7. Document the operational change and use the available reset or rollback option if the result is not correct.

Important fields and decisions

Checks before completion

• Use one clear outcome per task.
• Set realistic dates.
• Stop active timers before changing ownership or completing work.
• Check whether the result should be visible to a customer contact or only to staff.
• Confirm the final status, activity entry, generated document or notification before leaving the record.

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