Scheduling Tasks

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Applies to , ,

Overview

When your task list is ready, you can add it to the schedule to make its tasks visible to your employees. You can set the list to automatically repeat daily or weekly, or you can pick the days it should be active.

Before you begin

Scheduling task lists

Use the Task Lists page to schedule tasks for your employees.

To access the Task Lists page, hover your pointer over Gear in the top-right corner of the page, then click Task Lists.Task Lists menu

Scheduling a repeating task list

If your list contains tasks that must be completed on a regular basis, schedule your task list to automatically repeat. Tasks can repeat daily or on specific days of the week. For example, you could schedule a task list for every Monday, Wednesday, and Friday.

  1. From the Task Lists page, click Edit next to the task list that you want to schedule.
  2. Click Schedule this list at the bottom of the list. If this list is already added to one or more schedules, click Added to N schedules instead.Edit Task List
  3. If you have multiple schedules, select the Schedule that you want to add the list to.Add list to schedule
  4. Make sure the Repeats toggle is in the on position.
  5. From the Every menu, select how often the tasks should repeat:
    • If the tasks need to be completed every day, select Day.
    • If the tasks need to be completed on specific days of the week, select Week, then check the box next to each day that the tasks must be completed.
  6. Click Add. You return to the Schedules list.
  7. Near the top-left corner of the Schedules list, click Left to return to the task list details.
  8. Click Save.

Now that your task list is scheduled, you can monitor it and mark tasks complete.

Scheduling a task list for specific days

Schedule a list for specific days if the tasks don’t need to recur on a regular daily or weekly pattern. For example, you might want to schedule a task list to take place on the 1st of every month, the 1st and 15th of the month, or every other Friday.

  1. From the Task Lists page, click Edit next to the task list that you want to schedule.
  2. Click Schedule this list at the bottom of the list. If this list is already added to one or more schedules, click Added to N schedules instead.Edit Task List
  3. If you have multiple schedules, select the Schedule that you want to add the list to.Add list to schedule
  4. Click Repeats to move the toggle to the off position.
  5. Use the calendar to select the dates when the tasks need to be completed.
    • You can select one or more dates.
    • You cannot select dates in the past.
    • Selected dates have a green circle to indicate the tasks will be active.
  6. Click Add. You return to the Schedules list.
  7. Near the top-left corner of the Schedules list, click Left to return to the task list details.
  8. Click Save.

Now that your task list is scheduled, you can monitor it and mark tasks complete.

Removing a task list from the schedule

  1. From the Task Lists page, click Edit next to the task list that you want to schedule.
  2. Click Added to N schedules near the bottom of the list.
  3. If you have multiple schedules, click the schedule from which you want to remove the list.
  4. Click Remove List from Schedule.
  5. Near the top-left corner of the Schedules list, click Left to return to the task list details.
  6. Click Save.

Next steps

Now that your tasks are scheduled, you can:

Updated on October 4, 2018

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