repeatRecurring

Automate Recurring Jobs for retainer projects with customisable schedules and notifications for your Account Executives.

1

Click + New Recurring.

2

Add a descriptive and dynamic Job Name.

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Use naming variables like {month}, {year}, or {client} for auto-period naming. Examples:

  • {client} {month+1} Retainer

  • ANC {year} Hosting

  • {month} Content Calendar

3

Choose a Job Template from the Use Job Template dropdown.

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If you haven't created any, see the Templates section.

4

Select the relevant Client for the Recurring Job.

5

Set the Frequency and Duration of the Job.

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6

Review all Recurrence Details and click Save to finalise.

Setting Up Recurring Jobs in Agencydesk

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