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Manage routines

A routine is work an employee does on a schedule, such as a morning report.

Make one

Ask in the chat. For example: "Every morning, send me yesterday's orders." In a Space, "report every morning" gives each employee its own routine that posts into the Space.

See and change routines

  1. Open the employee panel and choose Routines.
  2. Each routine shows its schedule in plain words and its next run, or Paused. A tag shows if it posts in a Space.
  3. Pause or resume with the switch. Choose Edit to change the name, task or timing. You are asked to confirm before you discard changes.

In a Space, the Routines tab lists the Space's routines.

If it doesn't work

  • If a Space routine loses access, it pauses and posts a notice in the employee's own chat.
  • If the Space conversation is off, that run is skipped and the next one is booked.
  • "That time zone isn't one we know." Pick one from the list.