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Schedule an automated task

Configure and activate a recurring schedule so an existing task runs automatically at your chosen frequency.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the schedule wizard​

Open the schedule wizard from the task or agent context; the panel opens with the task name and any known details prefilled.

Open the schedule wizard

Step 2: Choose how often the task should run​

Use the schedule controls to select how frequently the task runs (for example hourly, daily, weekly or monthly) and adjust the exact timing.

Choose how often the task should run

Step 3: Review projected usage and cost​

Check the projected monthly IU usage and estimated per-run IU cost to understand the impact of your chosen schedule.

Review projected usage and cost

Step 4: Review the task inputs​

Review the captured task inputs in the read-only list; confirm that all parameters are correct for automated runs.

Review the task inputs

Step 5: Edit task inputs if needed​

Use the edit option on any input to adjust values; updates are immediately reflected in the review list so you can verify the final configuration.

Edit task inputs if needed

Step 6: Confirm and create the schedule​

Select the option to complete the wizard; the system validates your configuration, creates the agent schedule and closes the wizard when successful.

Confirm and create the schedule

Step 7: Edit an existing schedule (optional)​

Reopen the wizard for an existing schedule to adjust its cadence or inputs; save your changes to update the current schedule instead of creating a new one.

Edit an existing schedule (optional)

Last updated: 2026-06-27