Use Calendar to schedule work for a worker. Scheduled tasks are useful for recurring reports, daily checks, weekly summaries, reminders, and any work that should happen at a specific time.
Creating a scheduled task
You can create a task from a future calendar slot or with the create task action.
A scheduled task includes:
| Setting | What it does |
|---|
| Name | A short label for the scheduled task. |
| Task instructions | The prompt the worker receives when the task runs. Explain the outcome you expect. |
| Schedule type | Choose a one-time task or a recurring task. |
| Date and time | When a one-time task should run. Past dates cannot be scheduled. |
| Recurring schedule | A repeating cadence for recurring work. |
| Timezone | The timezone used to interpret the scheduled time. |
| Enabled | Keeps the task active. Disabled tasks are saved but do not run. |
Managing scheduled work
You can:
- Edit an existing task.
- Drag a task to reschedule it.
- Delete a task.
- Disable a task without deleting it.
- For recurring tasks, choose whether changes apply to the whole series or only one occurrence.
Write task instructions like a delegation note to a colleague. Include context, the expected output, where to find inputs, and where the result should go.
Example task instructions
Every Friday at 4pm, review this week's inbound support emails. Summarize the top recurring issues, list any unresolved customer escalations, and draft a short update for the operations team.
Scheduled tasks run automatically when enabled. Make sure the worker has the right knowledge, tools, and approval policy before scheduling sensitive work.