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Recurring tasks

Hi,

 

What is the best way to setup recurring tasks or a daily checklist for an accounts team ?

I can see tasks but there is nowhere to setup the frequency

Rookie Asked on August 18, 2023 in How To's.
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1 Answer(s)

I do not believe recurring tasks is currently a feature in NetSuite.

However, you might be able to do something like this with a scheduled workflow with a Create Record Action:

https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N2741165.html#Create-Record-Action

Do you have any experience with SuiteFlow?

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Intermediate Answered on August 19, 2023.
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