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BORG ERP - Brief Introduction

  • How does Borg Desk Workplace ERP Work for SMEs (Small & Medium Business)?

BORG Common Queries

  • How to login to my BORG Desk Workplace account. Can you suggest, how it can be done?
  • Can i modify the company name wiith new name and GSTIN in BORG Desk Workplace ?

BORG Accounts Book

  • Outstanding Payment Followup : How to followup & recover outstanding receivables from clients ?
  • Latest Update : Banking Transaction Search Filter Modification with new field Transaction Type
  • Latest Update : Invoice Number in the Invoicing List turns blue or green for easy identification & Action, See How ?
  • How to do CRM Payment & Account Activation from Main BORG Desk Workplace Admin Account ?
  • How we can create the PI and TI directly from the sales quotation in Borg Desk Workplace account ?

Borg Desk Task Force

  • What are the benefits and how Recurring Tasks work in the BORG Desk Workplace System?
  • How to Create Recurring Tasks in BORG Desk Workplace - Task Force Module ?

3rd Party Integration

  • How does WhatsApp Lite templates work in Borg Desk Workplace ERP
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

 

If still any concern or need one-to-one session with our product experts reach out to us https://wa.me/918506009898 or mail us from your registered email id to "[email protected]" our team will get back to you

 

Admin
January 09, 2026
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How start / setup task force / task management / team collaboration / service task / team task / performance management / team accountable system in my business ?
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