Update a Single Occurrence of a Repeating Task in Wealthbox CRM

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Did you know Wealthbox CRM recently introduced the ability to update a single occurrence of a repeating task?

When things don’t go according to the original schedule, it’s helpful to be able to make updates to accommodate the new schedule. Wealthbox now offers two new actions for repeating tasks that make this even easier — edit tasks and manage rules.

Edit Tasks

Scenario 1: Edit the individual task so it’s due on Monday, while maintaining the rules to repeat the task on the 12th of every month.

Manage Rules

Scenario 2: What if you used to run our monthly reports on the 1st of every month, but going forward they need to be run on the 15th instead? Now, you can manage the rules for your repeating tasks to change how they will repeat moving forward.

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