Recurring & checklists
Set up recurring tasks and checklists
Create a task that repeats on a daily, weekly, or monthly cadence, then break the work into a checklist with live progress — so nothing routine slips and every step is ticked off before you call it done.
Updated June 2026
Some work comes back every week — a Monday pipeline review, a monthly renewal check, a quarterly account audit. A recurring task means you set it up once and KudosCRM keeps it coming back, so a routine never depends on you remembering to recreate it.
This guide sets up a recurring task and adds a checklist to it. A checklist breaks one task into the small steps it actually takes — add items, tick them off, and watch the progress percentage climb so you know at a glance how far along you are.
Who this is for
Reps, account managers, and ops who run repeating routines, plus admins setting up a consistent task flow for the team.
Before you start
- A KudosCRM account with permission to create tasks.
- A clear cadence for the routine — daily, weekly, or monthly, and how often it repeats.
- The record it belongs to (a deal, contact, or company) if you want the task to ride that record's timeline.
Recurring tasks repeat on completion
KudosCRM creates the next occurrence when you finish the current one — not on a fixed future calendar. So your daily, weekly, or monthly task keeps coming back as you close each one out, and you won't find a stack of pre-scheduled future copies sitting in your list.
Set up a recurring task with a checklist, step by step
Create the task
Open Tasks and add a new task. Give it a clear title, set a priority (urgent, high, medium, or low), assign it to the right person, and add a start and due date. Link it to a deal, contact, or company if it belongs to a record.
Turn on recurrence
Set the task to repeat and choose the cadence — daily, weekly, or monthly — with an interval (for example, every 2 weeks). When you complete this task, KudosCRM creates the next one for you.
Add a checklist
Break the task into a checklist of sub-steps. For a renewal check that might be: pull usage, confirm seats, draft the email. Add as many items as you need and reorder them to match how you actually work.
Optionally start from a task type
Pick a seeded task type — Call, Email, Meeting, Follow-up, Demo, or Contract review — to get its fields and a default checklist pre-filled. Each type can set a default turnaround time that fills in the due date when you create the task.
Set a reminder
Add a reminder so the task surfaces before it's due. Reminders arrive in-app and as a web push, and tasks with a due date can sync to your Google Calendar so they show up alongside your meetings.
Work the checklist and complete
Tick off checklist items as you go — the progress percentage updates live. When every step is done, complete the task. If it's recurring, that completion is what spins up the next occurrence.
What you get
- A routine that comes back on its own cadence, so a repeating job never depends on memory.
- A checklist that turns one task into clear sub-steps with a live progress percentage.
- Reminders in-app, on the web, and on your calendar so a due date never sneaks past.
- A clean completion record on the linked deal, contact, or company timeline.
Related articles
Task board & My Day
See your tasks as a board, calendar, or a ranked My Day list of what to do now.
Read articleInviting your team
Bring teammates in so you can assign tasks across the workspace.
Read articleTasks (feature)
Everything the Tasks module does, on the feature page.
Read articleRoles & permissions
Control who can create and assign tasks across your team.
Read articleTasks is the sixth stop in the KudosCRM journey — every follow-up tracked on the record it belongs to, with checklists, recurring schedules, and reminders. See the full picture on the Tasks platform overview.
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