Scheduled actions let you set up recurring tasks that are automatically created on a regular cadence. Instead of manually creating the same action every week or month, you define a schedule once and Manager Toolkit handles the rest.
What Are Scheduled Actions?
A scheduled action is a template that generates a new action at a set interval, either weekly on a chosen day or monthly on a chosen date. Each time the schedule runs, a fresh action appears in your action list, ready to be worked on. This is ideal for tasks that repeat on a predictable cycle.
Creating a Scheduled Action
How They Appear on the Calendar
When a scheduled action is created, it shows up on your calendar on its scheduled date just like any other action with a deadline. This gives you a visual overview of recurring commitments alongside your catchups, meetings, and other events.
When They Become Active
Each action is created at the start of its scheduled day. Once created, it behaves exactly like a regular action. You can change its priority, reassign it, add notes, or mark it complete. The schedule continues to run independently, creating the next action on the following cycle.
Use Cases
- Weekly stand-up prep - automatically create a reminder each Monday to prepare your talking points.
- Monthly reporting - generate a task on the 1st of every month to compile your team report.
- Regular follow-ups - schedule a fortnightly check-in action for ongoing projects.
- Administrative duties - recurring tasks like expense approvals or timesheet reviews.
You can pause, edit, or delete a schedule at any time from the Scheduled Actions modal without affecting actions that have already been created.
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