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Schedule an automated task

Configure and review an automated task schedule so it runs at the right cadence with the right inputs.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the schedule task wizard​

Open the schedule task wizard from the relevant task or agent, ensuring the wizard is set to create a new schedule or edit an existing one as needed.

Open the schedule task wizard

Step 2: Review the pre-filled task details​

Check the pre-filled task name, agent, project and any captured inputs so you understand which task you are scheduling.

Review the pre-filled task details

Step 3: Configure the recurrence and timing​

Use the schedule configuration panel to choose how often the task should run, such as daily, weekly or monthly, and set the specific days and times.

Configure the recurrence and timing

Step 4: Review projected monthly usage​

Review the projected monthly IU usage, based on the estimated cost per run and your chosen frequency, to ensure the schedule fits within your budget.

Review projected monthly usage

Step 5: Review captured input values​

Confirm the captured input values for the task, such as options, flags or parameters, so that each scheduled run uses the correct configuration.

Review captured input values

Step 6: Edit task inputs if needed​

Use the edit controls to adjust any of the task inputs and immediately see the updated values reflected in the review list.

Edit task inputs if needed

Step 7: Confirm and create the schedule​

Complete the wizard to create a new schedule, saving the cadence and inputs so the task runs automatically at the configured times.

Confirm and create the schedule

Step 8: Edit an existing schedule​

When opening the wizard in edit mode, review the existing cadence and inputs, make any required changes and save to update the existing schedule.

Edit an existing schedule

Last updated: 2026-08-31