We’re pleased to announce a major new feature we’ve been working on for a while: scheduled tasks. Tasks can be scheduled to run for each object in your database.
This feature is available now with the Pro plan and above.
You’ll now see a “Tasks” link with each of the Objects in your Database:
You can add a task by giving it a name and schedule:
You can then add rules to define what actions the task will take, and which records the task will include. This follows the same setup we implemented for form rules:
The following are some examples of how we are seeing tasks used:
- Checking Expiration Dates: combined with date equations you can easily check if a “Days Active” has exceeded an expiration duration, and set a status accordingly.
- Send Email Notifications: check a new status field for “pending notification” to send emails. After the email is sent update the status so it’s not sent again.
- Scheduled Maintenance: add scheduled tasks or events for the upcoming week every week.
Please note that this is a major new feature and in beta.
This means that we need you to get in touch with us immediately if you see anything that doesn’t look like it is working as expected.
We also started with a somewhat limited feature set. So please get in touch if you are unable to run the task that you envision so we can consider your task for future upgrades.Continue reading...