Create a scheduled task Last updated: Aug 16, 2026

Creating a scheduled task is an easy way to schedule repetitive tasks and preventative maintenance reminders.

Why do a calendar reminder when you can auto self-assign tasks to yourself, and log any notes you want on the ticket?

Setting up a scheduled task is simple:

1. Create a new task as you normally would. But before you hit Create Task, click Save Template. Give the template a name, and save it.

2. Expand Tasks on the main (left) nav and click Scheduler.

3. On the New tab, select your task template and set it to Active. Choose the frequency (hourly through yearly), the length (run once, no end date, or a specific end date), and the start date. Save the schedule.

You can see existing scheduled tasks on the Scheduled tab of the same page.