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Required permission:
  • View schedule
  • Create schedule
There are two ways to create a task schedule. Click the “New” button to create a single schedule or select “Bulk” to create multiple schedules at once.
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Single Schedule

When creating a new schedule, you must fill in the following information. Required fields are marked with an asterisk (*).
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  1. Task Flow: Select the task flow to use for this schedule (e.g., Pickup, Delivery). Once selected, additional form fields will appear based on the initial page of your flow settings.
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  1. Schedule Name: Enter a specific name to help differentiate this schedule from others you may create.
  2. Assignee: Choose the assignee for the task schedule. The available assignees are based on the hub selected in the upper-right corner.
  3. Repeat Cycle: Set the time and cycle for when the schedule will be active. For more details on each cycle option, refer to this page.

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Bulk Schedule

If you need to create multiple schedules at once, select “Bulk”.
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  1. Select Task Flow.
  2. Choose Repeat Cycle.
  3. Download the Template before uploading. The Excel template includes two sheets:
    • Sheet 1 for schedule data, including fields such as “Name,” “Address,” and “Coordinate.”
    • Sheet 2 for setting up the time. Required fields are marked with an asterisk (*).
Example of the “Field Sales” flow in Sheet 1:
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Example of the “Weekly” cycle sheet:
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Before submitting, you can review the uploaded schedules to check for any missing or invalid data.
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A success message will confirm once your task schedule has been created: “The task schedule has been created successfully.”
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