In DoInbound, every task is inside a Deliverable and every Deliverable is inside a Campaign. When you find a task that you'd like to set to recurring, you just need to ask yourself two questions:
- What Deliverable would this task be in?
- What Campaign would that Deliverable be in?
Once you know the structure, you can easily build out a Deliverable Template and then add that Deliverable Template to a Campaign Template.
We recommend building your Campaign Templates in 13-week periods. This allows you plan for the near term but not plan so far in advance that the planning becomes fruitless.
If you have any questions about adding your recurring task in DoInbound, feel free to chat with us. We're here to help!