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.
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:

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