This article goes over how to create a scheduled task that reoccurs daily, weekly, or on a custom schedule.
Important Note
- If you would like to enable this feature on your account, please contact your Customer Success Manager.
Instructions
- Expand the Scheduled Tasks menu and select Tasks
- Click the green plus sign in the bottom right corner
- Add a Task Name and Description
- Configure the Schedule for the task
- Start Date: Set the date the task should start
- End Date: If applicable, select an end date for the task. This date will end the recurrence interval.
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Recurrence Interval:
- Daily: Set the task to reoccur every day
- Weekly: Select a specific day of the week that the task will reoccur
- Custom: Set a custom number of days for the task recurrence
- Click Create Action to add a new action to the task, or select an Available Action
- If creating a new action, fill out the Action fields
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Action Type:
- Complete: Once the action is checked, the user will be able to remove the task from their list
- Form: The user will have to submit a specific form in order to complete the task and remove it from their list
- Label: Add a name for the action
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Action Type:
- Click Save
- If needed, add another Action to the task
- (Optional) Configure Swipe Actions for mobile users by choosing which action will occur when a user swipes left or right on the task
- (Optional) Configure a Linked Resource to associate with the task
Note: Example use cases for linked resources include process documentation on how to complete a task. - Scroll up and click the Save button
- You can now add Scheduled Tasks to an app
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