Use a scheduled task list and a custom date field to automatically send quarterly reminder tasks. While Bob doesn't currently support fully automated recurring task lists, this setup provides a reliable alternative.
Start by creating a custom date field in employee profiles. This field will act as the trigger date for the task list. Set the initial date to the beginning of the first quarter when you want the reminders to start.
Next, go to Tasks > Task list settings, select Add new, and enable Add scheduling. Choose the custom date field as the anchor event for the task list.
After creating the task list, add the quarterly tasks and configure each one to trigger based on a day offset from the anchor date:
| Quarter | Trigger Offset |
| ------- | -------------- |
| Q1 | Day 0 |
| Q2 | Day 90 |
| Q3 | Day 181 |
| Q4 | Day 273 |
Configure each task as an Email task so the reminder is sent automatically at the scheduled time. You can assign the task to the relevant team members and customize the email content.
Keep in mind that this setup must be refreshed each year. At the start of a new year, update the custom date field with the new annual trigger date. This can be done efficiently using a bulk import.
This approach helps maintain a consistent quarterly reminder process without manually triggering the task list every quarter.