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Scheduling a Task

Not every Task needs a person driving it. A weekly research digest, a Monday morning summary, a monthly sales report - you brief these once and want them to run on their own. That’s what scheduling is for. Works in both team and personal workspaces.

  1. Open the Task you want to schedule.

  2. In the sidepanel, click the Owner dropdown.

  3. Pick Autonomous

The moment you choose Autonomous, the scheduling panel opens right below.

The routine is two choices - how often and what time.

  • Daily - the Task runs every day at the time you pick.

  • Weekly - same time, one day a week.

  • Monthly - same time, one day a month.

Set the time, click Save routine, and you’re done.

  • Change the routine

    • Open the Task

    • Click on Autonomus again

    • Change date or time

    • Click Save routine

  • Stop it - change the Owner from Autonomous to a real person (yourself, or any teammate in a team workspace). The routine turns off, the Task is still there with all its history - it just won’t run on its own anymore.

While the Task is on a schedule, anyone in the workspace can take these actions - there’s no separate “schedule creator” role. But note: once a real person becomes the owner, only they can hand the Task on. See Switching a Task’s owner.