Setting Up a Scheduled Process

Automate recurring processes by scheduling them to run at set intervals.

Creating a Schedule

1. Go to Schedule in the sidebar.
2. Click Add Schedule.
3. Select the published process you want to schedule.
4. Choose the frequency and timing.
5. Click Save.

Frequency Options

• One-time — Runs once at a specific date and time.
• Daily — Runs every day at the specified time.
• Weekly — Runs on selected days of the week.
• Monthly — Runs on a specific day of the month.
• Yearly — Runs on a specific date each year.

Weekly Scheduling

When selecting weekly frequency, you can choose which days of the week the process should run. Select one or more days (Monday through Sunday).

Timezone

Schedules use your team’s timezone setting. To change the timezone, go to Settings and update your team timezone. See Team Timezone for details.

Managing Schedules

From the Schedule page, you can:

• View all active schedules and when they’ll next run.
• Edit a schedule to change the frequency or timing.
• Delete a schedule to stop it from running.

What Happens When a Schedule Runs

When a scheduled process triggers:

1. A new instance of the process is automatically created.
2. Any task assignments configured in the process are applied.
3. Team members assigned to tasks receive their usual notifications.