Adjusting a Setup Schedule and Changing the Date: What You Need to Know
In this support article, we will discuss how to adjust an existing schedule and change the date. It's essential to understand the implications of these changes on your existing tasks, as setting the schedule to generate into the future and moving the date back can cause tasks to go backwards.
We will also provide guidance on when it's best to adjust a schedule or remove it altogether and start again.
Adjusting a Schedule and Changing the Date
Navigate to the setup schedule section in your automation settings.
Find the schedule you want to adjust and click the 'Edit' button.
Change the date as you'd like by selecting a new date from the calendar.
Note: 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.
Be cautious when making these changes to ensure that tasks are not moved to unintended dates.
When to Adjust a Schedule
Adjusting a schedule is generally recommended when you have a large number of clients configured within the schedule. In such cases, making adjustments can save time and prevent you from having to remove and recreate the schedule entirely.
When to Remove a Schedule and Start Again
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.
To remove a schedule and start again:
Navigate to the setup schedule section in your Automation settings.
Locate the schedule you wish to remove and click on the 'Delete' button.
Confirm your decision by selecting what should be deleted. If this is new and you are just setting up, you can remove everything and start again.
Understanding how adjusting a setup schedule and changing the date affects your existing tasks is crucial for efficient task management. Consider the number of clients configured within the schedule and the potential impact on task dates before making any changes. In some cases, it may be more efficient to remove the schedule and start again, ensuring that tasks are not moved to unintended dates.