Recurring

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.

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.

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.

Enable Notify Account Executive to send reminders when new Recurring Jobs are created.

6

Review all Recurrence Details and click Save to finalise.

Setting Up Recurring Jobs in Agencydesk