TABLE OF CONTENTS
Overview
In this article, I'll go through the process of creating a schedule task and also configuring the schedule task to run an ESM plan that needs to be ran at 11:30am every Monday.
Step 1 - Create the Schedule Task
- Switch to Administration->Scheduled Tasks Manager (1)
- Click her to add new item (2)
- Specify accordingly (3)
- Schedule Name e.g. Evergreen Servicing Plan
- Interval times or at a specific time. The plan needs to run at 11:30am
- Start hour
- End hour
- Days of the Week you want the task to run e.g. Monday
- Click Save Changes (4)
- You will need to refresh your project for this changes to take effect
Step 2 - Assign the Schedule Task to a Plan
- Switch to Administration -> Extensions-> Servicing Plans -> [Module Plan] (1)
- Select the Required ESM plan, in this case App Due for Review Send Email (2) is selected
- Click on the Schedule to Run At #1 dropdown menu (3)
- Select the Schedule Task created from the previous step (4) Evergreen Servicing Plan
- Click Save (5)
- The Plan 'App Due For Review Send Email' has been scheduled to run at 11:30am every Monday
Further Support
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