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:
    1. Repeat Every [X] [days/weeks/months]: This setting lets you choose how often the note should repeat.
    2. 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.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us