Skip to main content
Use project scheduled tasks for daily reports, recurring material preparation and periodic checks. Manage them under Configuration → Project automations. Each automation connects a project Assistant and runs as a confirmed user.

​
Scheduled tasks and project tasks

A project task’s due date does not schedule execution. A scheduled run does not automatically create a business task each time. If task records are required, instruct an Assistant with Project management to create and manage them during its run.

​
Create a scheduled task

  1. Confirm at least one available Assistant is connected to the project.
  2. An owner or manager chooses Add automation on Configuration.
  3. Enter a name, schedule and work instruction, then select a project Assistant.
  4. Select project connectors needed for external business data.
  5. Save and check the automation’s status and execution user.
For example, set the schedule to Monday morning and use this instruction:
Check unfinished competitor research tasks. Identify missing sources and prices to verify this week, then save a weekly report. Highlight blockers and do not mark unchecked tasks complete.
Put timing in the schedule and business requirements in the instruction. Output channels and external actions depend on the Assistant’s tools and authorization; creating a schedule does not grant them.

​
Confirm the execution user

The execution user determines whose authorization the automation uses. Configuration shows the current user. A manager or the current execution user can propose a handover to another project member; the recipient must personally accept it. A proposal does not transfer execution identity immediately. After acceptance, recheck the execution user, Assistant access and connector selection.

​
Select connectors

Scheduled runs can use only explicitly selected connectors. Project managers maintain team authorization. Personal connections belong to the corresponding execution user, and only that user can select them. Recheck connector availability after changing the execution user. Invalid connectors, changed membership, an archived project or an unavailable Assistant can pause the automation and record a reason.

​
Pause, resume and check results

Use the pause or resume control in Configuration to manage future scheduling. Pausing a schedule is different from cancelling an already started project-task attempt; handle that attempt in its execution record. Before resuming, fix the reported issue and confirm that execution-user and resource access remain valid. Then inspect the actual replies or files from subsequent runs. A Scheduled status does not establish business completion. Project tasks that require acceptance still follow the acceptance workflow.