Step 1 : Recurring templates
Set cadence rules for recurring projects.
Step 1 / 3
Start here — create a recurring template to define the cadence (e.g. monthly, weekly) that your projects will follow.
Monthly Success Review
ActiveRepeats on day 1 of the month
Next run: May 1, 2026
Starts: April 27, 2026
Due 7 days after creation
Weekly Client Pulse
ActiveRepeats weekly on Tuesdays
Next run: April 28, 2026
Starts: April 27, 2026
Due 3 days after creation
Quarterly Business Review
ActiveRepeats quarterly starting in January
Next run: July 1, 2026
Starts: April 27, 2026
Due 14 days after creation
Annual Renewal Planning
ActiveRepeats yearly on November 15
Next run: November 15, 2026
Starts: April 27, 2026
Due 10 days after creation