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View and edit an agent schedule

View the full details of an existing agent schedule, adjust its timing and assigned agent/task, and save or cancel your changes.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the schedule detail view

From the schedules list, select a schedule to open its detail view where you can see its name, description, assigned agent, task, frequency, timing, and status. Use the back arrow at the top left to return to the previous screen at any time.

Open the schedule detail view

Step 2: Review schedule information

Review the current schedule settings, including the frequency label (for example, Daily or Weekly), whether the schedule is enabled, and the planned run time and date or days. Check that the selected agent and task match the work you expect to be automated.

Review schedule information

Step 3: Enter edit mode

Select the edit option to make the schedule fields editable. The name, description, agent, task, frequency, timing, and enabled status become available to change while the schedule details remain visible for reference.

Enter edit mode

Step 4: Choose or change the agent

Use the agent selector to pick the agent that should run this schedule. Once you choose an agent, the system loads the tasks available for that agent so that only compatible tasks can be selected.

Choose or change the agent

Step 5: Select the task to run

Use the task selector to choose the specific task the agent should execute on this schedule. After selection, the task name and summary are shown so you can confirm you have picked the correct automation.

Select the task to run

Step 6: Adjust the schedule frequency and timing

Choose a frequency such as Once, Hourly, Daily, Weekly, or Monthly, then set the relevant time options, including time of day, date, days of the week, day of month, or minute of the hour as applicable. The summary indicators update to reflect how often and when the task will run.

Adjust the schedule frequency and timing

Step 7: Enable or disable the schedule

Toggle the enabled status to decide whether the schedule should be active. When disabled, the schedule is kept for later use but will not trigger runs until re-enabled.

Enable or disable the schedule

Step 8: Save or cancel your changes

Select the save control (with the save icon) to apply your changes to the schedule. If you decide not to proceed, use the cancel option to discard all edits and keep the existing configuration unchanged.

Save or cancel your changes


Last updated: 2026-02-09