Step 1 : Recurring templates
Set cadence rules for recurring projects.
Monthly Success Review
Repeats on day 1 of the month
Next run: February 1, 2026
Starts: 2026-01-31
Due 7 days after creation
Weekly Client Pulse
Repeats weekly on Tuesdays
Next run: February 3, 2026
Starts: 2026-01-31
Due 3 days after creation
Quarterly Business Review
Repeats quarterly starting in January
Next run: April 1, 2026
Starts: 2026-01-31
Due 14 days after creation
Annual Renewal Planning
Repeats yearly on November 15
Next run: November 15, 2026
Starts: 2026-01-31
Due 10 days after creation