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How to Manage Task Schedules

  • Updated:

Introduction

Schedules allow you to control how often your automation tasks run without manual intervention. This is useful for importing new data, synchronizing source systems, or simply performing routine maintenance. The flexibility of HelloID tasks make it a powerful tool for your organization. Learn more about tasks here.

Manage Task Schedules

To modify or add an additional schedule for a Task, navigate to Automation > Tasks.

  1. Find a task that you want to modify, and then click its Edit link underneath the Actions column.
    task_edit.png
  2. Navigate to the Schedules tab. This is where the schedules are listed for a specific task. You can add a new schedule by clicking on the Add Schedule button, or modify an existing schedule by clicking on the arrow button to the right of Delete.
    add_or_edit.png
  3. Whether you are creating or modifying a schedule, you have the following options/settings which are listed below.
    • Name
      This is the name of the schedule. You can name it whatever you'd like but we recommend setting the name to easily describe how often the schedule runs. E.g. The title should read 'Run every 45 minutes' if the schedule is configured to run every 45 minutes.
    • Start Date
      The date when the task should start running. The task will not run if the start date is in the future.
    • End Date
      The date when the task should stop running by. The task will not run if the end date is in the past.
    • Minute Interval
      If enabled, the task will run as often as the value is set for with a minimum of every 30 minutes. E.g., If you want the task to run every 45 minutes, set the value to 45.
    • Run Hourly
      The task will run every hour on the minute set. E.g., If you want the task to run every hour on the 50th minute, set the value to 50.
    • Run Daily
      The task will run once a day at the scheduled time, using a 24-hour clock format. E.g., If you want the task to run at 1:00 PM, set the value to 13:00.
    • Run Weekly
      The task will run once a week on the scheduled day and time. E.g If you want the task to run every Monday at 1:00 PM, select Monday from the drop-down menu and set the time to 13:00.
    • Only on specific days
      The task will only run on the days that are toggled/selected. E.g. If you want the task to run Monday through Friday toggle/select Monday, Tuesday, Wednesday, Thursday and Friday.
    Task_SchedulingMenu.png

If a task should run multiple times throughout a day, but not every hour, you can easily add additional schedules and use the Run Daily option to pick specific times the task should run at. For example, if you want a task to run once at 4:00 AM and again at 6:00 PM, create one schedule that runs daily at 4:00 AM and then create another schedule that runs daily at 6:00 PM.

If you need a task to run for a within a specific time frame, you can use the start and end dates to do this. For example, you can set the start date to December 1st, and the end date to December 31st to have a job run only during December of that year.