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.

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1. Go to Publisher → Planner.

2. Click the "Add Note" button, or open an existing note to edit it.

3. Add the required details and enable the "Repeat" toggle.

4. Once the Repeat option is enabled, a repetition dropdown will appear with the following settings:

   • Repeat Every [X] [days/weeks/months]: Choose how frequently the note should repeat.

   • Ends: Select when the repetition should stop — either on a specific date (e.g., Mar 31, 2025) or after a set number of occurrences.

5. Click the "Add Note" button to save.

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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.