If a task is consistently being performed for example a drop-off daily to the same customer site, the workflow behind it is automatable.

The Task Template feature needs to be enabled in Configuration ⇒ General Settings ⇒ Task Templates

Setting a recurring task can be done in Tasks once a task in question has been selected under Actions ⇒ Create a Template.

Further template customization can be made in the Task Templates.

Schedule Pattern allows setting the recurring task’s behaviour such as frequency and interval of recurrence, as well as the days and dates the tasks will be created for.

Also customizable are the dates on which the tasks will be created on.

Click Add Pattern when all the changes have been added.

Viewing all the scheduled tasks can be done in Scheduled Tasks. Also possible is manually adding additional dates when the tasks are to be created under Schedule for dates.

To temporarily pause the automatic creation of the template task, select Deactivate.

It is also possible to create a recurring task from the Operations screen directly. Simply right-click on the Task you want to create as a recurring Task and select how you'd like to create it. You can either override the information on an existing list of Tasks (Task Template), or add an entirely new one, or override an exiting recurring Task within a Task template.

Also possible is creating templates on a route basis, to learn how to do this refer to this article.