Can I create recurring tasks without using process definitions?

I want to create a task that either reopens and reassigns its self to someone each week until a specific date OR have a task recreate itself each week. 

I know I can do a work-around with process definitions, but I'd want users to be able to create these under their campaigns rather than have a process that does it all or nothing. 

  • You can work with a Sugar Partner to help you with the functionality that you are after. They can build functionality using a Scheduler to meet your needs.

  • Hello Brittany
    Could you explain in detail what business task would you like to solve? 
    It will help to suggest an optimal way. 

    Regards,
    Mykola

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

  • Sure!

    We have a customer journey task under an opportunity for providing performance updates. Currently the account manager is reassigning to the media buyer once a week as a prompt to request those numbers. In order to automate that we were trying to find a way to either have the task reassign to the media buyer every Tuesday through the end of the campaign as a prompt to put the numbers in OR have the task recreate itself and assign it to the buyer each week on Tuesdays through the end of the campaign.  

  • Thanks, Brittany

    Further to use a scheduler, as Jeff recommended, I would suggest reviewing the following option: use not Task but Call because Call can be configured as "recurring" out-of-the-box. Perhaps, this helps to meet your needs.

    Of course, both options ("Scheduler" and "Call instead of Task") have pros and cons and require taking into account do you use the Sugar Customer Journey plugin or not; is calendar syncs or not; is a media buyer user or external contact; what data can be changed during a campaign: media buyer, the end date of the campaign, etc.; what should be controlled by a manager: timely performance update or just new numbers of performance; etc.

    I hope this helps you to choose an optimal way to solve this task.
    If you need help, feel free to contact me.


    Regards,
    Mykola

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient