Can I add recurring tasks to a task template?

Recurring tasks cannot be added to a task template. To assign a task that is recurring, it must be created as a Single Task.

Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!