You can create a recurring series when you want a scheduled item to occur at set intervals over a long period.

You can create a recurring series for new schedule items, or add, or delete a recurring series for existing schedule items.

Certain schedule item templates do not support recurrence, for example, Call Log. This is because the default status for this template is "Completed."

A recurring series is scheduled according to a specified pattern and within a set timeframe. When you create a recurring series, all of the related schedule items populate:

• The Activities tab and Calendar tab of associated entities
• The Schedule workspaces of assigned users.
• Any synced Microsoft Outlook calendars of assigned users

By default, when you set a never-ending series, Gorilla 5 generates a series for two years. New occurrences may be added to the series every 24 hours based on the recurrence pattern. Your administrator can adjust this.

If your Gorilla 5 is synchronized with your Microsoft Outlook Calendar:

• Ensure that all attachments have also synchronized before adding or removing recurrence for an existing schedule item.
• If any attachments have not synchronized, adding or removing recurrence in Gorilla 5 will delete those attachments.
• Instead, you should add or remove recurrence through Microsoft Outlook.
• If you want to change, but not delete a recurrence pattern, you can proceed without issues.

To create a recurring schedule item, navigate to the Recurrence tab in the New Schedule Item dialog and select from the following Recurrence Pattern options to determine how frequently the schedule item will repeat:

• Daily
• Weekly
• Monthly
• Yearly

Each of these intervals has different additional configuration options:

• If you select Daily, you can specify whether the item should recur every Day or every Weekday. You can also set the item to recur a given number of days apart, such as every 2 or 3 days.
• If you select Weekly, you can specify the day or days of the week when the item should recur. You can also set the item to recur a given number of weeks apart, such as every 2 or 3 weeks.
• If you select Monthly, you can specify a recurring date or the day of the month when the item should recur. For example, you can set a recurring date of the 5th of each month, or set a recurring day such as the second Thursday of each month. You can also set the item to recur a given number of months apart, such as on the first Monday of every second month.
• If you select Yearly, you can specify a recurring date or the day of the year when the item should recur. For example, you can set a recurring date of the 5th of May each year, or set a recurring day such as the first Thursday of May each year. You can also set the item to recur a given number of years apart, such as biannually.

In the Start of Series section, set the following options to determine when the recurring schedule item will begin:

• Date - Specify a date when the first item will start.
• Start Time - Specify the time when the item will start on each recurrence.
• End Time - Specify the time when the item will end on each recurrence.

In the End of Series section, select one of the following options for when the recurrence will end:

• Never - The item will continue recurring until you change this value.
• After - Specify a number of times you want the item to recur.
• By - Specify a specific date when the item should stop recurring.

If you decide that you no longer want the item to recur, click None in the Recurrence Pattern section to clear the settings.

Adding Recurring Schedule Item Attachments

During the creation of a recurring schedule item, when you add attachments, your attachments will be available in every occurrence of the series.

However, when you edit an existing recurring schedule item:

• You can add, edit, and remove attachments for a recurring series of schedule items.
• You can also add, edit, and remove attachments for a specific occurrence in a series.
• However, you cannot modify attachments for series and individual occurrences at the same time.

When you open a recurring schedule item, you pick either the whole series or the selected occurrence. Different editing permissions apply depending on whether you open the occurrence or the series:

• If you open the occurrence, you can view series attachments, but cannot add, edit, or remove them.
• If you open the series, you can view, add, edit, or remove any occurrence attachments.