--- title: "Create a Scheduled Task" slug: "create-a-scheduled-task" description: "Learn how to create daily, weekly, or custom scheduled tasks with detailed instructions for setting up actions and managing task recurrence effectively." updated: 2026-04-07T16:16:20Z published: 2026-04-07T16:16:20Z canonical: "www.civicplus.help/create-a-scheduled-task" --- > ## Documentation Index > Fetch the complete documentation index at: https://www.civicplus.help/llms.txt > Use this file to discover all available pages before exploring further. # Create a Scheduled Task This article goes over how to create a scheduled task that reoccurs daily, weekly, or on a custom schedule. > [!NOTE] > Important Note > > If you would like to enable this feature on your account, please [contact your Customer Success Manager](https://www.civicplus.com/customer-success-manager). ## Instructions 1. [Sign in to your site](/process-automation/docs/sign-in-to-your-site) 2. Expand the **Scheduled Tasks** menu and select **Tasks![Scheduled Tasks menu with Tasks selected in the sub-menu.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Scheduled%20Tasks,%20Tasks%20Menu%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A47Z&se=2026-11-12T19%3A12%3A47Z&sr=c&sp=r&sig=Cw6hjtxQbMu5mJgbh3RJNEE47YMcNOqc3yPNZxANOKw%3D)** 3. Click the **green plus sign** in the bottom right corner ![Create New Task button on the scheduled tasks page.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Create%20New%20Task%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A47Z&se=2026-11-12T19%3A12%3A47Z&sr=c&sp=r&sig=Cw6hjtxQbMu5mJgbh3RJNEE47YMcNOqc3yPNZxANOKw%3D) 4. Add a **Task Name** and **Description![Settings section for task creation, highlighting task name and description fields.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Task%20Settings%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A47Z&se=2026-11-12T19%3A12%3A47Z&sr=c&sp=r&sig=Cw6hjtxQbMu5mJgbh3RJNEE47YMcNOqc3yPNZxANOKw%3D)** 5. Configure the **Schedule** for the task ![Schedule settings for task recurrence with options for daily, weekly, or custom intervals.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Task%20Schedule%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A47Z&se=2026-11-12T19%3A12%3A47Z&sr=c&sp=r&sig=Cw6hjtxQbMu5mJgbh3RJNEE47YMcNOqc3yPNZxANOKw%3D) - **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 6. Click **Create Action** to add a new action to the task, or select an **Available Action![Settings for pool maintenance task with available actions dropdown menu highlighted.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Task%20Create%20Action%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A47Z&se=2026-11-12T19%3A12%3A47Z&sr=c&sp=r&sig=Cw6hjtxQbMu5mJgbh3RJNEE47YMcNOqc3yPNZxANOKw%3D)** 7. If creating a new action, fill out the Action fields ![Create task action settings with options for completing or submitting a form.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Task%20Create%20Action%20Fields%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A47Z&se=2026-11-12T19%3A12%3A47Z&sr=c&sp=r&sig=Cw6hjtxQbMu5mJgbh3RJNEE47YMcNOqc3yPNZxANOKw%3D) - **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 8. Click **Save![The Save button on the action screen.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Save%20Task%20Action%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A47Z&se=2026-11-12T19%3A12%3A47Z&sr=c&sp=r&sig=Cw6hjtxQbMu5mJgbh3RJNEE47YMcNOqc3yPNZxANOKw%3D)** 9. If needed, add another **Action** to the task ![Create additional actions on a task.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Add%20Multiple%20Actions%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A47Z&se=2026-11-12T19%3A12%3A47Z&sr=c&sp=r&sig=Cw6hjtxQbMu5mJgbh3RJNEE47YMcNOqc3yPNZxANOKw%3D) 10. (Optional) Configure **Swipe Actions** for mobile users by choosing which action will occur when a user swipes left or right on the task ![Configuration options for task recurrence and swipe actions in a task management interface.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Swipe%20Actions%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A47Z&se=2026-11-12T19%3A12%3A47Z&sr=c&sp=r&sig=Cw6hjtxQbMu5mJgbh3RJNEE47YMcNOqc3yPNZxANOKw%3D) 11. (Optional) Configure a **Linked Resource** to associate with the task ![Configuration options for linking resources with labels and URLs in a task management interface.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Task%20Linked%20Resource%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A47Z&se=2026-11-12T19%3A12%3A47Z&sr=c&sp=r&sig=Cw6hjtxQbMu5mJgbh3RJNEE47YMcNOqc3yPNZxANOKw%3D) > [!WARNING] > **Note**: > > Example use cases for linked resources include process documentation on how to complete a task. 12. Scroll up and click the **Save** button ![The Save button on the new task screen.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Save%20Task%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A47Z&se=2026-11-12T19%3A12%3A47Z&sr=c&sp=r&sig=Cw6hjtxQbMu5mJgbh3RJNEE47YMcNOqc3yPNZxANOKw%3D) 13. You can now [add Scheduled Tasks to an app](/process-automation/docs/add-scheduled-tasks-to-an-app) ![Scheduled tasks for August 1st, highlighting pool maintenance as completed.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/View%20Scheduled%20Tasks%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A47Z&se=2026-11-12T19%3A12%3A47Z&sr=c&sp=r&sig=Cw6hjtxQbMu5mJgbh3RJNEE47YMcNOqc3yPNZxANOKw%3D) ## Related - [Add Scheduled Tasks to an App](/add-scheduled-tasks-to-an-app.md) - [Create and Manage Actions](/create-and-manage-actions.md) - [Create and Manage Task Groups](/create-and-manage-task-groups.md)