Schedules — when a task should run
Every task needs a rule for when it should run. You have three options: on a fixed schedule, in reaction to an event in the system, or once at a specific time. You pick the trigger in the “When to run” field of the task form.
On a fixed schedule#
A schedule runs the task on a cycle. In the “How often” field you choose one of six modes:
| Mode | What it means | Example |
|---|---|---|
| Every few minutes | At even intervals — choose every 5, 10, 15 or 30 minutes | Check the inbox every 15 minutes |
| Every hour | At the top of every hour | Refresh order statuses hourly |
| Every day | Once a day at a chosen time | A morning report at 8:00 |
| Workdays (Mon–Fri) | Monday to Friday at a chosen time | Every day at 9:00 on workdays (the default) |
| Weekends (Sat–Sun) | Saturday and Sunday at a chosen time | A weekly wrap-up on the weekend morning |
| Selected days | On specific weekdays at a chosen time | Only Mondays and Thursdays at 12:00 |
For modes with a specific time you also set the hour, and for “Selected days” — which weekdays. A new task starts with “every day at 9:00 on workdays”, which you then adjust to fit you.
Europe/Warsaw.On an event#
An event task reacts to what happens in the system instead of waiting for a time. In the “Event type” field you choose what triggers it, and you can optionally narrow it with a filter so it reacts only to the cases you care about:
| Event | What triggers it | What you can filter by |
|---|---|---|
| Load status changed | A load changes its status | Status, previous status |
| Load documents status changed | A load's documents status changes | Documents status |
| Document added | Someone adds a document | Document type |
| New email | A new email message arrives | Sender (email, domain, name), subject, folder, recipient — and, under advanced options, the authentication result (SPF, DKIM, DMARC) |
| New offer created | A new offer appears | — |
Example: to make a task react only to emails from one carrier, pick the New
email event and enter przewoznik.pl in the Sender domain filter.
Once#
If a task should run only once, pick a one-off time and set a specific date and hour. After it runs, the task is automatically archived after 7 days. Active hours don't apply here — only the exact time you set matters. How to get back to an archived task is covered in the section on managing tasks.