Task Scheduler

Use the Task Scheduler to schedule approval rules to run at intervals you specify. Before you can schedule a rule, it must belong to a rule group.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Choose a Task

Select the task to schedule.

Run Once/Schedule

If you select:

Run Once - Greentree Desktop adds the task to the task queue and it runs when the task queue is next polled.
Run now - The task runs immediately.
Scheduled - The task is run according to the schedule parameters.

Set Schedule Period

Select the options for running this task:

Weekly - Select the day and enter the time the task should be run.
Daily - Enter the time of day the task should be run each day.
Interval - Enter the start and end times, or the interval (in minutes) when the task should be run.

Then, select the days for the task to be scheduled

Send an email

If you select this option, an email is sent to the nominated email address when the task is completed.

Rule Group

Enter or select the rule group applicable for this document process task.

Company

Enter or select the company for this document process task.

Note: You must select the company on the Companies tab on the Rule Maintenance form or the task will not run.