How recurring follow-ups work

Overview

Setup, snooze, and cancellation.

This guide walks through the recommended workflow inside the Tasks area of PSA 360.

Key points

• Setup, snooze, and cancellation.
• Lives in the Tasks area of PSA 360.
• Every action is logged to the case timeline and audit log.

What to do next

Open the Tasks page from the left navigation to see this in context, or use the related articles below to dive deeper.