Manage Task Schedules

Read the task schedule list, check the last run, and view, edit or delete a schedule.

The schedule list

Required permission:

• View schedule

Every schedule you create appears in the table on Planning › Schedule › Task.

The table has these columns:

Column	Shows
No.	Row number.
Name	The name of the schedule.
Task Type	The task type the schedule creates tasks from.
Period	The repeat cycle: Every day, Every week, Every month, On fixed dates or Custom cycle.
Times	When it runs, in your time zone: times of day, weekday and time (for example “monday 09:00”), day of month and time (for example “1 10:00”), or date and time.
Assignee	Who the tasks are assigned to. “+1 more” means more people; a dash means the tasks are created unassigned.
Runs between	The active period, from Active from until Active until.
Last run	The result of the most recent run, and how long ago it was.
⋯ (Actions)	View, Edit and Delete.

The list shows 50 schedules per page; use the page buttons at the bottom when there are more. The count above the pager tells you how many schedules there are, or how many match your filters.

Last run

The Last run column shows a badge for the most recent run:

Badge	Meaning
Succeeded	The task was created.
Failed	The run did not create the task.
Scheduled	The run is waiting to happen.
Not run yet	The schedule hasn’t run since it was created.

Hover over the time under the badge, for example “yesterday”, to see the exact date and time of the run.

Filter and search

Click Filter to narrow the list.

• Status: the last run status: Succeeded, Failed or Scheduled.
• Assignee: schedules assigned to a person.
• Task Type: schedules of one task type.

Reset all clears the filters. Each active filter also shows as a chip you can remove one at a time. Type in Search by name to find a schedule by part of its name. Filters and search combine.

View

Click ⋯ on a schedule and choose View.

The schedule opens in a side panel:

• The name and task type of the schedule.
• The repeat cycle and its times.
• Last run: the last run status and when it ran.
• Assignees: who each task is assigned to, or that tasks arrive unassigned.
• What each task starts with: the values copied into every task, or “Each task starts empty.”

Edit

Required permission:

• View schedule
• Edit schedule

Click ⋯ on a schedule and choose Edit. The same form you used to create it opens with its current values, and every field can be changed.

1. Previous schedule / Next schedule: move to the schedule before or after this one in the list without closing the form.

Click Save. The message “Task schedule saved.” confirms the change. Changes apply from the next run.

Delete

Required permission:

• View schedule
• Delete schedule

Click ⋯ on a schedule and choose Delete. Confirm with Delete.

The schedule stops creating tasks. Tasks it already created are kept.

There is no pause switch. To stop a schedule for a while, edit its Active until date, or delete it.