Schedule Basics & Validation

1. Step 2 — Schedule: Understand the Date Logic First

Before choosing Daily, Weekly or another frequency, understand the date fields. Most scheduling mistakes happen when Config Start Date, Trigger Date and Due Date are treated as the same thing.

Very important — a time that has already passed

The Daily screenshot shows Config Start Date and Trigger Date as 20-08-2026 with Trigger Time 09:00, while the Schedule Status shows the next run as 21 Aug 2026 at 09:00. If you configure the recurrence after today’s trigger time has already passed, do not assume the system will create a retroactive task. Use a future trigger time for the same day, or create today’s task manually and allow the recurrence to continue from the next valid run.

Field	Meaning	How to choose it
Config Start Date	When the recurring-series configuration begins.	Use the date from which this recurring definition becomes valid/configured.
Trigger Date	The date anchor for task generation/assignment.	Use the intended first occurrence or frequency anchor. Keep it on or after the configuration start in normal use.
Trigger Time*	The time when tasks are generated.	Choose the local business time at which assignees should receive the task.
Due Date	The deadline for the generated task. The UI displays the day offset from Trigger Date.	Same date = 0-day offset. A later date creates a positive offset that is reused for future occurrences.
Due Time	The time the generated task is due.	Use a realistic completion cut-off such as 17:00 or 23:59.
Timezone	Timezone used by the schedule.	Select the business timezone that should control generation.
Schedule Status	Preview of the next run, follow-up and subsequent run.	Always verify this before moving to Targeting.

2. Frequency Options

Frequency menu listing Daily, Weekly, Monthly, Quarterly, Yearly and Custom

Frequency menu: Daily, Weekly, Monthly, Quarterly, Yearly and Custom.

Frequency	Use when
Daily	The task should recur every day or follow a daily cadence, subject to the selected non-working-day rule.
Weekly	The task should recur on one or more selected weekdays.
Monthly	The task should recur once each month on a monthly date pattern.
Quarterly	The task should recur once per quarter using the selected month-of-quarter and day rule.
Yearly	The task should recur once each year on the chosen month/day.
Custom	The cadence needs a specific repeat interval rather than the standard presets.

3. Validate Every Schedule with the 3-Slot Check

Before moving to Targeting, use Schedule Status as the final proof that the recurrence dates are correct.

Check	What to verify	If it looks wrong
1. Next Run	The first valid generation date after the current date/time and the configured trigger rule.	Check Trigger Date, Trigger Time, Config Start Date, selected weekday/month rule and whether today’s trigger time has already passed.
2. Follow-up	The second occurrence must follow the exact frequency pattern from Next Run.	Check the selected frequency and repeat rule. For Weekly, check weekday buttons; for Quarterly, check Month of quarter.
3. Then	The third occurrence must continue the same pattern.	A correct first date with a wrong third date usually points to a frequency/day-of-month/month-of-quarter issue.
Trigger time	The time should remain the selected Trigger Time on each normal occurrence.	Check Trigger Time and Timezone.
Due offset	The deadline should remain the same offset from each occurrence’s trigger date.	Check Due Date and Due Time. A same-day due date is shown as 0 day offset.
Holiday adjustment	If a previewed occurrence is a weekly off/public holiday, the result should match the selected Non-Working Days rule.	Check the Company Holiday Calendar and the selected Non-Working Days rule (Don’t adjust / Skip / Move).

4. Common Settings Used by Every Frequency

These settings are common to Daily, Weekly, Monthly, Quarterly, Yearly and Custom schedules. Configure them once for the selected recurrence. The frequency sections that follow explain only the settings that change by frequency.

5. End Date Settings

Check the final occurrence

When using End Date or After N times, verify that the Schedule Status preview and the chosen end condition produce the intended final task. If the end date is earlier than the next valid run, no future occurrence may be available.

Option	Use when	Example
Never End	The process is ongoing until someone pauses/archives the definition.	Daily operational checklist.
End Date	The recurrence must stop by a known calendar date.	Project activity runs only until 31 Dec 2026.
After N times	You need a fixed number of occurrences.	Create exactly 6 monthly review tasks.

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Schedule Basics & Validation

1. Step 2 — Schedule: Understand the Date Logic First

2. Frequency Options

3. Validate Every Schedule with the 3-Slot Check

4. Common Settings Used by Every Frequency

5. End Date Settings

​1. Step 2 — Schedule: Understand the Date Logic First

​2. Frequency Options

​3. Validate Every Schedule with the 3-Slot Check

​4. Common Settings Used by Every Frequency

​5. End Date Settings

​Related Guides

1. Step 2 — Schedule: Understand the Date Logic First

2. Frequency Options

3. Validate Every Schedule with the 3-Slot Check

4. Common Settings Used by Every Frequency

5. End Date Settings

Related Guides