How to Create Recurring Tasks in BORG Desk Workplace - Task Force Module ?

Here is Step-by-Step Guide to Create a Recurring Task
Step 1: Login to BorgDesk Workplace

Login using your registered credentials.

Step 2: Navigate to Task Force Module

From the dashboard, click on Task Force.
Select the relevant Client where the task needs to be created.

Step 3: Click on “Add New Task”

Click on the Create Task / + Add Task button.

Step 4: Enter Basic Task Details

Fill in the following details:

Task Headline
Task details /Description
Task Type- General Task Ongoing Task Recurring Task
Add Attachment, if any (Only image files are allowed (jpg, jpeg, png, WEBP). Maximum size: 2MB.)
Select Customer
Deadline - Today ASAP Custom Date
Select Category - Task Category/Priority
Assignee(Collaborator/ Team )
Start Date
pls note :- these below mentioned are mandatory for any Task Type creation

*Task Headline * Task details * Task Type * Customer * Deadline * Select Category * Assignee(Collaborator)

Step 5: Select Recurrence Type

Choose how often the task should repeat:

a) Daily Recurring Task

Select Daily
Task will be auto-created every day

b) Weekly Recurring Task

Select Weekly
Choose the specific day(s) of every week (e.g., Monday, Friday)

c) Custom Recurring Task

Select Custom
Choose the Custom date range as per your requirement

Step 6: Set Recurrence Duration

Choose End Date or
Select No End Date if the task should continue indefinitely

Step 7: Submit /Save the Task

Click on Submit Create Task
The recurring task will now be scheduled automatically as per the selected frequency

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