Schedule a Recurring Task

Schedules run background work without anyone starting it: imports on a timer, cleanup jobs, anything recurring.

Before You Start

You need the Administrator role, and for an import schedule, a working connection and an active mapping template.

Create a Schedule

1. In the sidebar, select Schedules.
2. Select Create.
3. Choose the task to run.
4. Set its frequency, or a future date for a one-off.
5. Fill in the task’s parameters.
6. Select Save. The schedule appears in the list with its next run time.

Result: the schedule lists its next and last run, and executes without further attention.

Run It Once, Now

Run Now executes the task immediately with the schedule’s parameters. It does not change the schedule or affect the next run, so it is safe for checking that a new schedule works.

Pause Rather Than Delete

Editing a schedule can change when it runs or pause it. Pausing keeps the configuration and its history; deleting loses both. Pause while investigating, delete only when the work is genuinely finished.

Related: Set Up a Connection · Tasks