Scheduled tasks allow actions to be created that are automatically scheduled as per a set recurring interval.  Actions can be created, assigned, prioritised, given a due date and updated until closure.

To create a new scheduled task, click on the Scheduled Tasks menu item on the left hand menu.

Here you will see a list of all Scheduled Tasks currently active in your system.

To create a new task, click New scheduled task from the top of the screen. 

Enter the Title and Description for the task. When entering the description, you can expand the text box by dragging the bottom right hand corner of the box to the size you require.

The Title is the overall title for the task and is what appears in the table when viewing all scheduled tasks. Ensure that if creating Tasks at different times, the title is kept consistent, as this will make it much easier to report on your Scheduled Tasks in the Report Builder.

The Description is what is visible to the user completing the task and is what appears to the user in their Task List. It is therefore key that you include full details of what the task is, including the title, in the Description. 

Continue to complete the form. 

When selecting the category, avoid duplication by ensuring the category needed is in the list already before creating a new category. Having a uniform and well managed category list will make it much easier to report on your Scheduled Tasks in the Report Builder.

The following information is required:

  • Default priority – The priority that is set for the action
  • Category – The category of the scheduled task
  • Tags – Tags are used for filtering tasks
  • Due date – The first due date of the task
  • Pending period – The period before the due date that the task will be set to pending and appear on the user responsible's dashboard
  • Recurrence period – The period that the action will be set to re-occur
  • Automatic reschedule – The task will automatically reschedule using the previous due date (e.g. if this year's task is due on the 19th January 2019, next year's task will be due on the 19th January 2020, regardless of the completed date). 
  • Send email notification - This will send the user assigned to the task an email alerting them to this
  • Required form – Assign a form to be completed as part of the scheduled task. If you do not see the option for a Required Form, this is because you do not yet have any forms available to use. You can create a new form via the Form Editor, please find useful guidance here:

Select Next to continue.

Select the Location(s) that will need to complete the task. If all Locations within the Organisation or a Region need to complete the task, select the Region or Organisation from the list and all Locations within will be selected.

Select Ok and Next to continue.

Select who at each location will be responsible for completing the task. 

If you have selected multiple locations you have the option to quickly assign the same user to every location. To do this select Same at the top of the location list and select the user who will responsible for completing the task at every location:

Once you have completed the form, click Complete.

The Scheduled Task will now be showing on your Scheduled Tasks list.