Sometimes, a Task will need to be scheduled to run at some point in the future.


There are 3 ways to schedule a Task to run in the future


  • Time Triggering
  • Delayed Execution
  • Manual Scheduling


Time Triggering

A Time Trigger can be used to execute a Task at a point in time relative to a Project's DateTime field


    E.g. Execute Task 24 hours before the submission deadline


See Time Trigger for more details.


Delayed Execution

A Task Step that executes a Child Task can be delayed so that the Child Task executes in the future


    E.g. A Task called 'Send Staggered Chase Emails' has the following steps

    Step 1: Execute Task 'Send Chase Email' with delay of 24 hours

    Step 2: Execute Task 'Send Chase Email' with delay of 48 hours


See Child Task for more details.


Manual Scheduling

It is possible to schedule a Task to execute at a predetermined time by creating a Task Job manually to execute a Task at a fixed DateTime in the future.



Manually Scheduling a Task


Some Tasks need to have a Task Context in order to run correctly.  The Add Task Job screen allows that context to be entered if required.


E.g. A Task that will send a Message Template may need the Ids of the objects to be applied as filters to that Message Template


NOTE: This screen is very powerful and could lead to unexpected results. Use with Caution


Related Articles

Time Trigger

Task Job