Recurring tasks



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.
Add Comment
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:

Do you have any experience with SuiteFlow?

Advanced Answered on August 19, 2023.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.
  • This site made possible by our sponsors:   Tipalti   Celigo   Become a Sponsor   Become a Sponsor