Managing Schedules
This article explains how to automate actions in ClearPoint to run on a schedule.
Fernando Montenegro
14 steps
28 seconds
Clearpointstrategy
1
Schedules help you streamline your reporting cycle by automatically generating Briefing Books, sending workflow emails, and triggering other key processes—saving time and reducing manual work.
Managing Schedules
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From the **Schedules** page, Admins and Scorecard Admins can see all existing schedules and manage how and when automated tasks run. 1. From the left-hand navigation, click **Automation**. 2. Select **Schedules**. 💡 You’ll see a list of all schedules in your ClearPoint account.
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## Filter and View Options - Use the **Filter Schedules** search bar to find schedules by name or keyword. - Check **Show Deleted** or **Show Disabled** to include those schedules in the list.
Duplicate or Delete a Schedule
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- On the **Manage Schedules** page, click the **kebab menu (⋮)** next to a schedule. - Choose one of the following:
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## Duplicate Schedule - Select **Duplicate Schedule**. - Enter a new **Schedule Name** to differentiate it. - Click **Duplicate**.
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## Delete Schedule - Select **Delete Schedule**. - Confirm by clicking the red **Delete** button.
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⚠️ **Important:** - **Deleting** a schedule permanently removes it and stops it from running. - **Disabling** a schedule only stops it from running; it remains available and can be enabled again at any time.
Adding a Schedule
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In this example, we’ll create a recurring schedule to generate a Briefing Book for a **Monthly Business Review** meeting.
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1. From the left-hand navigation, click **Automation** → **Schedules**. 2. Click the **Add Schedule** (+) icon. 3. In **Scheduled Task**, choose the action to automate—for example: - **Generate Briefing Book**. 4. If required by the task, select an item such as a **Briefing Book** from the dropdown. 5. Choose a **First Run Date** and **Run Time**. 6. Click **Save**.
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## Configure Schedule Details 1. Click the **kebab menu (⋮)** and select **Edit Schedule**. 2. Under **Name**, enter a schedule name (e.g., *Monthly business review*). 3. Check **Enabled** to tell ClearPoint this schedule should run automatically. - Leave it unchecked to create the schedule in a disabled state. 4. Modify the **First Run Date** and **Run Time**.
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## Set Recurrence 1. Navigate to the **Recurrence** tab. 2. Check **Enable** **Recurrence** to set an automated repeat pattern. 3. For a monthly review, you might choose: - **Repeats:** Monthly - **Every:** 1 month - **On:** Third Friday - **End Date:** None (to run indefinitely) 4. When finished, click **Save**.
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## History Tab 1. Navigate to the **History** tab. 2. When the schedule was created. 3. When it was edited. 4. Each time it has run and its outcome.
Schedule Calendar
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The **Schedule Calendar** provides a calendar-style view of automated actions, including Schedules and other automated processes like Reporting Workflows. It helps you visualize your entire reporting cycle—report generations, reminder emails, and more—in one place.
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1. From the left-hand navigation, click **Automation**. 2. Select **Calendar**. 3. Use the **Filter Calendar** search bar to quickly find schedules. 4. Use the **Events** dropdown to filter by specific schedule or workflow types.
Managing Schedules
This article explains how to automate actions in ClearPoint to run on a schedule.
Fernando Montenegro
14 steps
28 seconds
Clearpointstrategy
1
Schedules help you streamline your reporting cycle by automatically generating Briefing Books, sending workflow emails, and triggering other key processes—saving time and reducing manual work.
Managing Schedules
2
From the **Schedules** page, Admins and Scorecard Admins can see all existing schedules and manage how and when automated tasks run. 1. From the left-hand navigation, click **Automation**. 2. Select **Schedules**. 💡 You’ll see a list of all schedules in your ClearPoint account.
3
## Filter and View Options - Use the **Filter Schedules** search bar to find schedules by name or keyword. - Check **Show Deleted** or **Show Disabled** to include those schedules in the list.
Duplicate or Delete a Schedule
4
- On the **Manage Schedules** page, click the **kebab menu (⋮)** next to a schedule. - Choose one of the following:
5
## Duplicate Schedule - Select **Duplicate Schedule**. - Enter a new **Schedule Name** to differentiate it. - Click **Duplicate**.
6
## Delete Schedule - Select **Delete Schedule**. - Confirm by clicking the red **Delete** button.
7
⚠️ **Important:** - **Deleting** a schedule permanently removes it and stops it from running. - **Disabling** a schedule only stops it from running; it remains available and can be enabled again at any time.
Adding a Schedule
8
In this example, we’ll create a recurring schedule to generate a Briefing Book for a **Monthly Business Review** meeting.
9
1. From the left-hand navigation, click **Automation** → **Schedules**. 2. Click the **Add Schedule** (+) icon. 3. In **Scheduled Task**, choose the action to automate—for example: - **Generate Briefing Book**. 4. If required by the task, select an item such as a **Briefing Book** from the dropdown. 5. Choose a **First Run Date** and **Run Time**. 6. Click **Save**.
10
## Configure Schedule Details 1. Click the **kebab menu (⋮)** and select **Edit Schedule**. 2. Under **Name**, enter a schedule name (e.g., *Monthly business review*). 3. Check **Enabled** to tell ClearPoint this schedule should run automatically. - Leave it unchecked to create the schedule in a disabled state. 4. Modify the **First Run Date** and **Run Time**.
11
## Set Recurrence 1. Navigate to the **Recurrence** tab. 2. Check **Enable** **Recurrence** to set an automated repeat pattern. 3. For a monthly review, you might choose: - **Repeats:** Monthly - **Every:** 1 month - **On:** Third Friday - **End Date:** None (to run indefinitely) 4. When finished, click **Save**.
12
## History Tab 1. Navigate to the **History** tab. 2. When the schedule was created. 3. When it was edited. 4. Each time it has run and its outcome.
Schedule Calendar
13
The **Schedule Calendar** provides a calendar-style view of automated actions, including Schedules and other automated processes like Reporting Workflows. It helps you visualize your entire reporting cycle—report generations, reminder emails, and more—in one place.
14
1. From the left-hand navigation, click **Automation**. 2. Select **Calendar**. 3. Use the **Filter Calendar** search bar to quickly find schedules. 4. Use the **Events** dropdown to filter by specific schedule or workflow types.
