Automation of task scheduling in AdminPulse is done by linking a task template to a task schedule in a relation file. According to that schedule, AdminPulse will add tasks to the task board. A task that is on the task board is called 'a scheduled task'. Adding tasks is done at night, very early on the planning date.
Setting up task scheduling
Setting an automated task schedule is done in the section Task management / task scheduling of the relation file. There are two options to start:
Add common task schedules
With this option the list of the common tasks for this type of relation is loaded. You can remove unwanted tasks or set a different schedule for a task before saving the task schedules.
Add a specific task schedule
Clicking this button opens a dialog where you can set task scheduling for a specific task.
Overview of the properties:
- Task template: the task you wish to be planned automatically. See Task templates.
- Schedule: the list of the planning dates and deadlines. Only schedules with the same context as that of the task are shown in this list. For example, it doesn’t make sense to link another task to the deadlines of the VAT declaration. But for VAT declaration, you can choose between a schedule for quarterly and monthly declaration. See Task schedules.
- Schedule start: with this property, you can set up a task planning now, but have it activated later.
- Schedule stop: with this property you can set beforehand when the automated scheduling of the task should end.
Managing task scheduling
After setting up task scheduling, you see the list of tasks for which the scheduling is automated in the section Task management / Task scheduling of the relation file.
You can enter an end date here or with a click on the action buttons:
... remove a planning, consult the schedule or have the next line of the schedule executed: the next iteration of the task will be put on the task board immediately.
AdminPulse schedules the tasks according to a task schedule. Tasks will appear on the task board only on their planning date. But if you want to put a specific task on the task board sooner, you can do so with the third button.
Tip: To calculate the deadline correctly for some tasks, the properties ‘End fiscal year’ and ‘Next general meeting’ need to be filled out correctly. (In the relation file, section Accountants info.)