How to Create Recurring Tasks in GoHighLevel
If you manage projects in tools like ClickUp and are moving to GoHighLevel, setting up recurring tasks correctly is essential to keep your follow-ups and workflows on track. This guide walks you step by step through creating, editing, and managing recurring tasks so your daily, weekly, and monthly actions happen automatically.
This how-to is based on the official recurring tasks documentation and is designed to help you implement the feature quickly and efficiently.
Understanding Recurring Tasks in GoHighLevel
Recurring tasks in GoHighLevel let you automatically regenerate tasks on a schedule you define. Instead of manually re-creating the same task every day or week, the system will create a new task for you based on the recurrence rule you choose.
Key points about recurring tasks:
- They are created from within the main Tasks area.
- You define how often a task repeats (daily, weekly, monthly, yearly, or custom).
- You can continue, pause, or stop the recurrence at any time.
- Each recurrence generates a new individual task, keeping your activity log clear.
Where to Find Recurring Tasks in GoHighLevel
To work with recurring tasks, you must first go to the Tasks section inside your GoHighLevel account. This is where you can see all existing tasks, including those set to recur, and where you will create new ones.
- Log in to your GoHighLevel account.
- Navigate to Tasks from the left-hand menu.
- Open the All tab or any filtered view where you want to begin creating your recurring task.
All recurring options are configured from the task creation or editing window.
How to Create a New Recurring Task in GoHighLevel
Follow these steps to create a recurring task in GoHighLevel from scratch.
- Click the New Task button
Inside the Tasks area, click the button to create a new task. A task creation panel or popup will open.
- Enter basic task details
Fill in all the important task information, such as:
- Task title or subject
- Description or notes
- Due date and time
- Assigned user or team member
- Priority or related record (such as a contact or opportunity), if applicable
- Enable the recurrence option
Look for the option that allows you to convert this task into a recurring task. This is typically labeled as a toggle or checkbox like Recurring or Repeat. Turn this option on to display additional recurrence settings.
- Choose the recurrence frequency
Once recurrence is enabled, you can pick how often the task repeats. Depending on the interface, you will usually see options such as:
- Daily
- Weekly
- Monthly
- Yearly
- Custom
Choose the option that best fits your workflow.
- Set the repeat pattern and end conditions
Each frequency has its own configuration options. Common settings include:
- Daily: Repeat every X days.
- Weekly: Repeat every X weeks on selected weekdays.
- Monthly: Repeat on a specific date of the month or a pattern like “first Monday.”
- Yearly: Repeat once every year on a chosen date.
- Custom: Advanced combinations of intervals and days.
You may also select when the recurrence stops, such as:
- Never end
- End after a certain number of occurrences
- End on a specific date
- Save the recurring task
After configuring your recurrence pattern, click Save or Create. The system will now generate tasks based on the rules you set.
Editing Existing Recurring Tasks in GoHighLevel
Sometimes you will need to change how a recurring task behaves. In GoHighLevel, you can edit both the base recurrence settings and individual task instances.
- Open the Tasks area
Go back to the Tasks section in your GoHighLevel dashboard.
- Select a recurring task
Find the recurring task you want to change. You can filter or search by task name, assignee, or status.
- Edit task details
Click to open the existing task. From here, you can adjust:
- Title and description
- Assigned user
- Due date or start time
- Priority or related record
- Adjust recurrence settings
Locate the recurrence section in the task. You may be able to:
- Change the frequency (for example, from daily to weekly).
- Adjust the number of days or weeks between recurrences.
- Modify selected days in a weekly pattern.
- Update the end date or number of occurrences.
After making your changes, save the task to apply the new recurrence rule.
Pausing or Stopping Recurring Tasks in GoHighLevel
If a recurring process is no longer needed or needs to be temporarily paused, GoHighLevel gives you options to control these schedules.
How to Pause a Recurring Task in GoHighLevel
- Open the recurring task from the Tasks area.
- Look for an option to disable or pause recurrence (often a toggle or similar control).
- Turn the recurrence off while keeping the task itself available for reference.
- Save the task. No new tasks will be created until you re-enable recurrence.
How to Stop a Recurring Task in GoHighLevel Completely
- Locate the recurring task you want to stop.
- Edit the task and go to the recurrence settings.
- Set the recurrence to end immediately, usually by choosing an end date that is today or by reducing remaining occurrences to zero.
- Save your changes. Future instances will no longer be generated, while existing tasks remain in your history.
Best Practices for Recurring Tasks in GoHighLevel
To keep your workflow clean and efficient, follow these best practices when working with recurring tasks in GoHighLevel.
- Use clear names: Include the frequency in the task title, for example, “Weekly Pipeline Review.”
- Avoid overlap: Make sure you do not accidentally create multiple recurring tasks for the exact same action.
- Assign ownership: Always assign a responsible user so recurring items are not left unattended.
- Review regularly: Periodically review your list of recurring tasks to pause or remove those that are no longer necessary.
- Keep descriptions detailed: Document the exact steps required so recurring tasks are easy for any team member to complete.
Additional Resources for GoHighLevel Recurring Tasks
For more detailed instructions and screenshots directly from the platform documentation, you can reference the official recurring tasks article here: GoHighLevel Recurring Tasks Documentation.
If you need strategic help implementing workflows, automations, or SEO content around your CRM and marketing setup, you can also visit Consultevo for consulting and optimization services.
By following the steps in this guide, you can confidently configure, update, and manage recurring tasks in GoHighLevel, ensuring that routine work, follow-ups, and reviews happen on time without manual effort.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
“`