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Key goal: To enable recurrence for a pipeline and add clients to the recurrence list

Welcome back to our courses about workflow in TaxDome, |%first_name%|! You know what? You’ve set up your first pipeline almost fully. Just a bit more and your workflow will run at full power!

Today we are going to talk about recurrence settings — when do you need them, how to set them up and, last but not the least, how you can test them to make sure everything runs smoothly.

All the lessons in brief:

In this step, we will cover pipelines with recurring jobs:

• Setting up the default recurrence
• Adding client accounts to the recurrence list
• Setting up client-specific recurrences
• Testing pipeline with recurring jobs