Schedule a workflow run to recur every day, week, month
Most process work repeats. A schedule creates the run for you on the pattern you choose, so nobody has to remember to start it.
Create a schedule
Start a new recurring schedule, choose the department and then the workflow it is for. The form then asks for:
- Choose Schedule, the pattern, described below.
- Time of day the run should start.
- If a run lands on a non-business day or holiday, covered below and worth setting deliberately.
- People assigned to each scheduled run.
- Optional Settings for the run name, tags and a start date for the series.
- Set Active, then save.
Leave the name blank in Optional Settings so each run is named with its own date.
Patterns
The common ones are offered directly, including Business Days (M-F), Weekly on a chosen day, Monthly on a chosen date and Quarterly. Between them they cover most recurring work, and you can build less usual patterns from the same controls.
When a run lands on a holiday or a weekend
This is the setting that saves the most annoyance, and the one people miss. If a run lands on a non-business day or holiday decides what happens:
- Start on the scheduled day anyway.
- Start on the next business day.
- Start on the previous business day.
- Skip that run entirely.
It keeps recurring starts, and the step due dates calculated from them, on your working days without anyone editing dates. Which days count is set by your business calendar. See Configuring Business Days.
Pausing a schedule
Turn Set Active off to stop a series without deleting it, and on again to resume. Use that rather than deleting a schedule you will want back, for example over a shutdown period.
Video walkthrough
This video walks through setting up a recurring schedule for a workflow.