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To reduce confusion and possible mistakes, we have disabled the ability to change the frequency and end date on an active schedule.

If you require the frequency to be changed, we suggest you deactivate the schedule and copy it to create a new schedule with the new frequency you require.

👉 Read more here: <a href="https://support.xbert.io/en/articles/9941537-how-to-clone-a-schedule">How To: Clone a Schedule</a>

You can edit the following areas of a schedule:

<a href="https://support.xbert.io/en/articles/5521532-how-to-change-the-assignee-of-the-schedule">Assigned Role or User</a>

1. How far in the future you want tasks to appear on your work board

<a href="https://support.xbert.io/en/articles/5521445-how-to-add-clients-to-an-existing-schedule">Add Clients</a> &amp; <a href="https://support.xbert.io/en/articles/5521478-how-to-remove-clients-from-an-existing-schedule">Remove Clients</a>

1. <a href="https://support.xbert.io/en/articles/5521461-how-to-turn-a-schedule-on-or-off">Turn it On / Off</a>
2. Schedule Name
3. <a href="https://support.xbert.io/en/articles/5521532-how-to-change-the-assignee-of-the-schedule">Assigned Role or User</a>
4. Due Date
5. Attachments
6. Create Tasks in the Future
 1. How far in the future you want tasks to appear on your work board
7. <a href="https://support.xbert.io/en/articles/5521445-how-to-add-clients-to-an-existing-schedule">Add Clients</a> &amp; <a href="https://support.xbert.io/en/articles/5521478-how-to-remove-clients-from-an-existing-schedule">Remove Clients</a>

You can edit the <a href="https://support.xbert.io/en/articles/9143839-updating-the-next-start-date-on-an-active-schedule">Next Start Date</a>

If a schedule is active, and you update the Next Start Date. This will adjust all incomplete tasks created by this schedule in line with this change.

When you move the schedule's date back or forward, the system will automatically adjust the existing tasks to match the new date. A message will appear indicating what will happen to the current tasks.

In cases where you have a smaller number of clients configured within the schedule, it may be easier and more efficient to remove the schedule and start again. This ensures that you do not inadvertently move tasks to undesirable dates.

- 👉 Read more here: <a href="https://support.xbert.io/en/articles/9941537-how-to-clone-a-schedule">How To: Clone a Schedule</a> or <a href="https://support.xbert.io/en/articles/5521434-how-to-add-a-schedule">How To: Add a Schedule</a>

Be cautious when making these changes to ensure that tasks are not moved to unintended dates.

___________________________________________________________

Navigate to Automation &gt; Templates

On the Automation page, select the Template with the Schedule you'd like to edit.

1. This will open up a Template Details Tile on the right-hand side.

Click on the Calendar icon on the top left of the Details Tile.

1. This will open the Schedules page of the Template.

You can sort your Schedule list by clicking on the Status, Name, Recurs, Due Date, Attachments, Assigned, and Clients header columns.

1. You can click anywhere on the Schedule or the pencil icon to start editing.

Your Schedule window will open and allow you to make edits.

1. Once you're done, click on the Save icon on the bottom right, and your changes will be saved automatically.

1. Navigate to Automation &gt; Templates

2. On the Automation page, select the Template with the Schedule you'd like to edit. 
 1. This will open up a Template Details Tile on the right-hand side.

3. Click on the Calendar icon on the top left of the Details Tile. 
 1. This will open the Schedules page of the Template.

4. You can sort your Schedule list by clicking on the Status, Name, Recurs, Due Date, Attachments, Assigned, and Clients header columns. 
 
 
 1. You can click anywhere on the Schedule or the pencil icon to start editing.
 
 
 
5. Your Schedule window will open and allow you to make edits.
 1. Once you're done, click on the Save icon on the bottom right, and your changes will be saved automatically.

If you have any questions, our support team is here to help!

Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at <code>support@xbert.io</code>

For what you can and can't edit on a schedule.

How To: Edit a Schedule

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How To: Edit a Schedule

You can edit the following areas of a schedule:

Editing the Schedule

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