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Xero Business Community

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Create a recurring job from an already existing job for Practice Manager

Started by Melissa Soares in Feature Requests | Idea

At the moment the only way you can create a recurring job is from a job template.

As each client is different, once you set up a client with a job then add multiple tasks to it and save it to commence the job, it would be helpful to be able to create recurring tasks from an already existing one.

As clients always are different and having multiple templates from each and every different situation, it would be easier to just create a recurring job from an already existing job.

Would appreciate if this could be looked into.
Hey Melissa, thanks for sharing 😀 Have had a wee search over the forum and found another request here asking for the ability to copy recurring jobs in XPM. Is this the same functionality you're asking for here?

If so, I'll merge the two together - but if not, let me know how yours differs and we'll keep it separate 🙂
 

Emily H (Community Manager)