Follow these steps to create and manage scheduled tasks efficiently:
- To create or set up automated or scheduled tasks, navigate to the admin section and click on "Task Scheduling."
- Once you're in the Task Scheduling section, you'll see a list of all the previously created tasks. You can click on these tasks to edit, duplicate, or delete them.
- To create a new scheduled task, click on "Add Schedule."
- Start by giving your task a title. For example, let's call it "Update Personal Info." You can click "Generate" to add a description or manually write one if you prefer.
- Select who this task applies to. Since you're creating it, you will be the task owner.
- Next, manage the scheduling. This is when and how the task will be triggered. You can choose the applicable time zone and schedule it either by event or by a specific date and time.
- If you choose "time and date," you can specify the date, time, and frequency. For instance, you can schedule it to occur fortnightly.
- If you prefer to trigger the task by an event, you can select an anchor event. For example, you can choose the "work anniversary" as the anchor event. This means the task will be scheduled for all employees on their work anniversaries.
That's it! You've successfully created and managed automated or scheduled tasks using our system.