5/30/25

Office Hours: When to Use Recurring Tasks vs. Archr in Quivr

In this Office Hours episode, Steve Drost and Will Kaplan break down a common question from a Quivr user: what's the difference between recurring tasks and Archr processes—and when should you use each?

They cover real-world examples like ADV filings and 457 plan reminders, explaining how features like task steps, calendar views, and timing help determine the best fit.

If you're a Quivr user – Join Office Hours live every Wednesday and get your questions answered in real time.

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Office Hours: Link Accounts to IPS Records in Quivr (Without a Developer)