COBBLESTONE SOFTWARE

Contract Insight — User Guide

Repeating/Recurring Tasks

08. End Users: Tasks › Contract Tasks › Repeating/Recurring Tasks

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

A workflow's Settings tab controls two behaviors that together produce recurring tasks: "Also check it as time passes, not only when something changes" makes the workflow re-evaluate on a timer rather than only on save, and "Let this workflow have more than one task open on the same record at once" (on by default) allows a fresh task to appear even while an earlier one from the same workflow is still open.

2. Key Elements

• When to check it → "Also check it as time passes, not only when something changes" enables time-based re-evaluation, not just on-edit
• "A new record is always checked against it" regardless of that setting
• Repeat tasks → "Let this workflow have more than one task open on the same record at once" governs whether duplicate open tasks are allowed
• Turning that repeat setting off stops a second copy of a task appearing while the first is still open