Task Schedule

Create tasks automatically on a repeating schedule.

A task schedule creates tasks for you on a repeating plan. If a task has to happen every week for the next three months, set up one schedule instead of creating the task by hand each week. Examples are a store restock every morning, a cold storage check every Monday and Thursday, or a machine service every two months.

Each time a schedule comes due, it creates one task from the task type you chose, with the values you filled in, assigned to the people you picked.

Open Planning › Schedule. The Task tab is selected.

Required permission:

• View schedule

1. Task / Routing: switch between task schedules and routing schedules.
2. Filter: narrow the list by status, assignee and task type.
3. Search by name: find a schedule by part of its name.
4. New: create a schedule. The arrow beside it opens Bulk, to create many schedules from a spreadsheet.
5. Actions of a schedule: View, Edit and Delete. See Manage Task Schedules.

The list shows the schedules of the hub selected at the top of the page. Switching the hub reloads the list.

Repeat cycles

A schedule repeats in one of five ways:

Repeat	Creates a task
Every day	Every day, at one or more times.
Every week	On the weekdays you pick, at a time for each.
Every month	On the days of the month you pick, at a time for each.
On fixed dates	Only on the dates and times you list.
Custom cycle	Every few days, weeks or months, for example every 2 months.

In this section

• Creating a Task Schedule
• Repeat cycles
• Manage Task Schedules
• Bulk Create Task Schedules