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Scheduled tasks

Scheduled tasks

Hand an AI employee the same job on a regular rhythm, pause it, run it now and check its run history.

A scheduled task hands your AI employee the same job on a regular rhythm, such as a report on the last weekday of every month. Company owners and administrators create and manage scheduled tasks; other members see them as View only.

Create a scheduled task

1. Open Scheduled tasks in the sidebar and choose New scheduled task.
2. Enter a Name and the Task goal. Choose a Project (optional) if you like.
3. Choose the Lead AI employee. Under Collaborators (optional), pick the other employees it may ask, or leave it empty so the lead asks others only when the work needs it.
4. Under How often, choose Every day, Every week or Every month. For a week, pick the days under On these days. For a month, choose Last weekday of the month (Mon–Fri) or A day of the month under Runs on.
5. Set the Time, add any files under Materials that each run should read, then choose Save.

The Timezone is your device's time zone when you create the plan, and an edit keeps the plan's own. If it could not be detected, set your device's time zone, then select Detect again. In a shorter month, a day of the month runs on the last day, so day 31 still runs in April.

Pause, resume or run now

1. Choose a plan on the Plans tab to see its details.
2. Choose Pause to stop automatic runs, and Resume to start them again.
3. Choose Run now, then Run now again to confirm, to start one task straight away.

A manual run uses AI credits and does not change the schedule. A paused plan can still be run now.

Run history

Open the Run history tab, or choose View run history on a plan, to see each run and its state, such as Succeeded, Needs you, Failed, Missed or Skipped. Choose View task to open the task a run created.

Proposals from a task

In a task, the AI employee may propose a scheduled task with a Scheduled task proposed card. Choose Create scheduled task to create it as shown, or Edit first to change it. An owner or Administrator can create it.