For Chartered accountants practice, volume of recurring task(s) are very higher. Hence ERPCA comes up with very unique way to manage such recurring tasks.


Advantages of auto creation of recurring task

  1. This will auto-create the task based on the start date configured in your workflow. 
  2. Will Send automated emails to assignee with number of task assigned
  3. Will Send automated emails to your customers for data required


What should be done prior to activation? for this just read the User manual https://bit.ly/3Q54hBJ


Activate this Auto task creation option:


1. Login as Admin

2. Click on Top Right Circle with the Admin Initials

3. Click on System Config

4. Click on task Setting