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
- Open the employee panel and choose Routines.
- Each routine shows its schedule in plain words and its next run, or Paused. A tag shows if it posts in a Space.
- 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.