How to set up recurring notes in ContentStudio?
The Recurring Notes feature in ContentStudio lets you schedule notes to repeat on a Daily, Weekly, or Monthly basis. Whether you want to set daily reminders, weekly syncs, or monthly planning notes, you can automate it with just a few clicks.
In this article:
Step-by-step process
- 1
- Go to the Planner.
- 2
- Click the "Add Note" button (or open an existing note to edit).
- 3
- Add the required details and toggle on the "Repeat" button.
- 4
- Once the Repeat checkbox is selected, a new repetition dropdown will appear with the following options:
- Repeat Every [X] [days/weeks/months]: This setting lets you choose how often the note should repeat.
- Ends: You can choose when the repetition stops:
- On a specific date (e.g., Mar 31, 2025).
- Or after a certain number of occurrences.
- 5
- Click the "Add Note" button.
- 6
- Based on your configuration, your recurring note will appear in the calendar for each selected date.
FAQs
Q1: Can I switch between “On” and “After” later?
A: Yes, you can switch between the two during creation or when editing a note.
Q2: Can I delete or edit a single instance of a recurring note?
A: Yes, each occurrence appears individually in the calendar and can be edited or deleted as needed.
Q3: What happens if I reduce the number of occurrences in an already scheduled note?
A: Only future instances beyond the new limit will be removed.
Q4: Can I create recurring notes without end dates?
A: No, you must fill in all the fields.