Task scheduling allows you to define in advance when a user will receive a task, making it easier to organize and prepare work.
🧭 Steps to schedule task delivery
Go to Tasks in the web portal
Click on New task or edit an existing one
Complete the main fields (user, form, date and time)
In the “Schedule task delivery” section, choose an option:
Send now
At task start
X days before (as long as the scheduled delivery date is not in the past)
Save the task
⏱ Scheduling options
Send now: the task is sent immediately
At start: the user receives it exactly at the configured start date/time
In advance: allows sending the task to the user days before the start date
⚠️ Restrictions
Available scheduling options depend on the configured start date
If the task is scheduled for the same day, you won’t be able to select days in advance
📥 Task scheduling via import
If you use bulk import (Excel), you can also define scheduled delivery.
What changed?
A new column was added at the end:
“Schedule delivery (days before)”
How to use it?
Enter the number of days (for example:
1,3,7)This indicates how many days before the task start date it will be sent.
📌 Notes
If the task should be sent at the moment it is created, this column must be left empty.
If the task should be sent at the configured start date/time, this column must be set to 0.