Schedule and operate tasks

Prerequisites

tasks.read and tasks.write; tasks.run to run immediately.
An existing agent, assessment, workbook, or playbook target.
An enabled connector only if the result must be delivered externally.
tasks.read and tasks.write.
A clear retention decision before permanent deletion.

Route

Open /automations/tasks.

How to create and validate a scheduled task

Select New schedule, name the task, and choose its target type and target.
Supply the target options shown by the form.
Choose daily, weekly, or custom recurrence; select the intended IANA time zone and optional start/end dates.
For custom recurrence, use the recurrence builder and review the live schedule label and next five occurrences.
Choose Review or Autonomous run mode and the thread grouping behavior appropriate for the target.
Select notification connectors only when the run summary should leave the app.
Save the schedule. Use Save & run now only after reviewing the target and destination effects.

Expected result: The task appears with its status, human-readable schedule, next run, and target.

Verification: Open Run history after a due or manual run. Confirm status, timestamps, target link, and any per-connector delivery result. Recheck previewed times around daylight-saving transitions.

How to pause, archive, restore, or permanently delete a task

Use the task’s status control to pause or resume it without changing its definition.
Select Delete and confirm to archive a schedule; archived schedules do not run.
In Archived schedules, inspect History before taking further action.
Select Restore to return the schedule as paused, then review and enable it if still valid.
Select Delete permanently only when both the schedule and its run history may be removed.

Expected result: Paused and archived tasks stop future execution; restored tasks return paused; permanent deletion removes the schedule and history.

Verification: Confirm the status or archived-list placement and ensure no new run is scheduled.

Safety and rollback

Pause is immediately reversible. Archive is reversible through Restore. Permanent deletion cannot be rolled back; export or retain required evidence before confirming it.

Create risky schedules paused, validate manually, then enable. Pause the task to stop future runs. Archiving also stops runs and preserves history; restore returns an archived task in a paused state.

Troubleshooting

Symptom	Resolution
Task still runs after pause	refresh and confirm its displayed status; inspect whether a run was already in progress.
Restored task does not run	restoration intentionally pauses it; review then enable it.
History is absent	confirm the correct task and whether it was permanently deleted.
Invalid or missing next run	correct the recurrence, time zone, and start/end window.
Manual run unavailable	request `tasks.run` separately from read/write permissions.
Run remains pending	check other concurrent work and scheduler health.
Delivery fails	verify the connector is enabled and use its provider-specific verification guide.
Scheduled Tasks overview	Review connector configuration and retry.
Manage connector lifecycle	Review connector configuration and retry.