Task 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.

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.

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Repeat cycles

A schedule repeats in one of five ways:

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In this section

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