Adding a Schedule to a Task Set

You can automate the execution of a Task Set by adding one or more Schedules to the Task Set. In the Schedule you specify the start time and end times that the Task Set will run. You can also create a schedule that repeats at regular intervals according to your specifications.

Schedules are created within the framework of a Task Set. Only once a Task Set has been created can you begin adding Schedules to that Task Set.

You can also run a Task Set manually at any time, see Manually Running a Task Set.

To add a Schedule to a Task Set:

  1. In the main navigation, click Automation.
    The Automation screen opens.
  2. Select the Task Set for which you would like to add a schedule.
    Details of the selected Task Set are shown at the right side of the screen.
  3. Click on the Schedules tab.
  4. Click + Add Schedule.
    The Create New Schedule window is displayed.
  5. In the Name field, enter a name for this schedule.
  6. In the Start Date/Time field, enter the date and time that the specified Task Set will begin running, using the following procedure:
    1. Click on the Select Start Date/Time field.
      A calendar selection window is displayed.
    2. Select the desired date.
      An hour selection window is displayed.
    3. Select the desired hour.
      A minute selection window is displayed.
    4. Select the start time.

      In the selection window only five minute intervals are offered for selection, i.e. 10:20 or 10:25.

  7. In the End Date/Time field, enter the date and time that the Task Set will stop running, using the same procedure as described above for the Start Date/Time.
  8. In the Time Zone field, select the time zone for which the times are specified.
  9. In the Frequency field, select a radio button for the desired frequency.
    • Once (default) – does not run the Task Set again after the initial run.
    • Daily – repeats the Task Set every day after the initial run at the specified time of day.
    • Weekly – repeats the Task Set every week after the initial run at the specified day of the week and time of day.
    • Monthly – repeats the Task Set every month after the initial run at the specified day of the month and time of day.
    • Last day of the month – repeats the Task Set every month on the last day of the month after the initial run.
    • Every__minutes – fill in the number of minutes of the interval between runs.
    • Every__hours – fill in the number of hours of the interval between runs.
    • Every__days – fill in the number of days of the interval between runs.
    • Every__weeks - fill in the number of weeks of the interval between runs.
    • Every__months - fill in the number of months of the interval between runs.
  10. Click Save.
    The new schedule is saved for the specified Task Set. The Task Set will run automatically at the times specified in the schedule.