In this article, you'll learn how to create recurring actions and how they can improve operating efficiency.
Recurring Actions in Workfacta
Recurring Actions are ideal for any task that needs to happen on a regular schedule - whether weekly, monthly, quarterly, or annually. Instead of recreating the same task every time, Workfacta can automatically generate it for you based on the frequency you choose.
For example, recurring actions work well for tasks such as:
Weekly customer follow-ups
Monthly billing or invoice checks
Quarterly compliance tasks
Monthly team check-ins
Annual software or policy reviews
By automating repeating tasks, you save time, reduce manual admin, and ensure important workflows happen consistently - not just when someone remembers them.
How to create a recurring Action?
Action Recurrence can be set on the Action creation dialog. By default, Actions are set to never recur, but by selecting "Custom" as the Action Recurrence, you will then be able to set a custom schedule.
In this case, the Action is set to recur on the last Wednesday of each month.
Congratulations, you now know how to create a Recurring Action in Workfacta.