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.
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
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
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
