Create a scheduled task Last updated: Sep 10, 2022

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-assigned tasks to yourself, and log any notes you want on the ticket?

Setting up a scheduled task is relatively simple. Just create a new task as your normally would. But before you hit "Create Task",

  • Click on Save Template
  • Give the template a name, and hit Save template
  • Now, hit Schedule Task.
  • Here, you can set up the frequency of your scheduled task reminder and click Create Schedule to save.

You can also see existing scheduled tasks by expanding the Task menu on the main (left) nav and clicking on Scheduler.