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Can I Schedule a Workflow for the Future?

Setup a Workflow Schedule to Determine who gets a Workflow started and when!

1. Login to GoCo and navigate to your Workflows card and Click "View". Then click "Templates" at the top of the page. 

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2. On the Workflow of your choosing. Click the box with the 3 dots next to "Start Workflow" and it will give you two options. Select "Edit Workflow Template"


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3. Click on the "Settings" tab at the top the page. You will now see Basic Info, Permissions, and Schedule. Under schedule you will click "+ Add Schedule" button.  

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Note: You will automatically be taken to this settings tab if/when you are creating an entirely new Workflow.

 

4. You will come to a drop down menu where you can select specific or all team members, and the schedule you would like this workflow to be scheduled to start. 

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5. Notice the dropdown menu has several options for you to choose from if you wish to put a Workflow on a recurring schedule. Your options are Daily, Weekly on, Monthly on, Yearly on, Yearly on Work Anniversary. Then select a date to tie it to. 

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Click save, and you'll all done! 

You can also check out our Mini Tutorial on this feature below!

Email help@goco.io if you have any other questions! 🦖