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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.
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"
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.
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.
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! 🦖