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Task Scheduling

Summary

Plumm’s Task Scheduling tool lets Admin & Super Admin to create and assign scheduled tasks like emails, 1-on-1s, or general tasks to employees. The flow is step-based, ensuring clear task delivery based on time, events, or immediate triggers.


In this article

  • Before you begin
  • Step 1: Open the Task Scheduler
  • Step 2: Enter task details
  •  Step 3: Set schedule conditions
  • Step 4: Add and confirm tasks
  • Frequently Asked Questions (FAQ)

Before you begin

You must have one of the following roles to create task schedules:
  • Super Admin
  • Admin
You must also have:
  • Access to the Task Scheduling module (Admin)

Step 1.Open the Scheduling

  1. Go to Admin> Scheduling
  2. Click Add Schedule in the top right corner

Step 2.  Enter task details

  1. Under the Details step, enter a Title and Description
  2. Choose who to assign the task to:
    • All Employees
    • Select By Condition
    • Select By Name
  3. Review the Task Owner (automatically assigned to the schedule creator)
  4. Click Next

Step 3. Set schedule conditions

  1. Confirm the Time Zone
  2. Choose a Schedule Type:
    • By Specific Event(s) – e.g., based on Start Date or Leaving Date
    • By Date & Time – fixed calendar time
    • Send Now – send immediately upon confirmation
  3. If using By Specific Event, select an Anchor Event (like Start Date)
  4. If you choose a specific Date and Time and Send Now as the schedule, then due to potential scheduling conflicts, One-on-One tasks cannot be added concurrently.
  5. For Send Now option once the task is sent, it cannot be edited as it will already be delivered to the assigned users.
  6. Click Next

Step 4. Add and confirm tasks

  1. Click New Task and choose a type:
    • General Task
    • Email
    • 1-on-1
  2. If you choose a specific Date and Time and Send Now as the schedule, then One-on-One tasks option will not be available.
  3. Add task details for each selected type
  4. Repeat for multiple tasks if needed
  5. When ready, click:
    • Save As Draft to come back later
    • Confirm to activate the schedule

Frequently Asked Questions (FAQ)

1. Can I assign a task to specific roles or conditions?

Yes. Use the Select By Condition option to target employees by role, department, or other criteria.

2. What is an Anchor Event?

An anchor event triggers the task based on a key employee milestone like Start Date or Leaving Date.

3. Can I schedule more than one task in a single flow?

Yes. You can add multiple tasks before confirming a schedule.

4. Is there a way to send the task immediately?

Yes. Choose Send Now in the Scheduling step to trigger tasks as soon as the schedule is confirmed.

5. Can I preview or test the schedule before it goes live?

You can use Save As Draft to review or edit before publishing.