---
title: "Creating and managing schedules"
slug: "creating-and-managing-schedules"
updated: 2026-03-24T16:50:31Z
published: 2026-03-24T16:50:31Z
canonical: "docs.calculus.group/creating-and-managing-schedules"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.calculus.group/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and managing schedules

# Scheduler

The Scheduler allows you to automatically execute actions or tasks at a specific time or on a recurring basis. You can use the Scheduler to:

- Trigger actions on assets
- Automate recurring tasks
- Schedule calibrations
- Reduce manual intervention

## Scheduler overview

The Scheduler is displayed as a planner view.

![Weekly schedule displaying reboot tasks for various systems throughout the week.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2026-03-24 17-29-48.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A10%3A41Z&se=2026-11-11T15%3A10%3A41Z&sr=c&sp=r&sig=rMNzNzHGDXDamcPI0%2BDVveR8MP0VeWi2ec%2BU1E4QH6k%3D)

- Each row represents a time slot
- Each column represents a day
- Scheduled items are shown as blocks in the planner
- The color of a schedule helps distinguish different schedules

To create a new schedule, simply **double-click in the planner** at the desired time.

## Company vs. Current Project

When creating a schedule, you must choose the level at which the schedule applies.

### Company

- Applies across the entire company
- Can be used for multiple projects
- Only visible and editable for users with company-level access

### Current Project

- Applies only to the selected project
- Used for project-specific automation
- Visible and editable for users with access to that project

Choose the level carefully, depending on whether the schedule should apply globally or only within one project.

## Creating a schedule

After double-clicking in the planner, the **Add Schedule** window opens.

![Scheduler interface displaying a task to reboot a system on March 28, 2026.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2026-03-24 17-30-48.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A10%3A41Z&se=2026-11-11T15%3A10%3A41Z&sr=c&sp=r&sig=rMNzNzHGDXDamcPI0%2BDVveR8MP0VeWi2ec%2BU1E4QH6k%3D)

### Step 1: Select level

Choose:

- **Company**, or
- **Current Project**

### Step 2: Define general settings

Fill in the basic information:

- **Title** A clear name for the schedule.
- **Start date and time** The moment the schedule starts.
- **Schedule color** Used to visually distinguish schedules in the planner.
- **Timezone** Defines when the schedule is executed.

### Step 3: Configure repetition

Choose how often the schedule should repeat:

- **Never** Runs the schedule once.
- **Daily** Repeats it every day.
- **Weekly** Repeats on selected weekdays.
- **Monthly** Repeats monthly.
- **Yearly** Repeats yearly.

![Scheduler interface displaying a schedule for rebooting actions and task execution details.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2026-03-24 17-31-48.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A10%3A41Z&se=2026-11-11T15%3A10%3A41Z&sr=c&sp=r&sig=rMNzNzHGDXDamcPI0%2BDVveR8MP0VeWi2ec%2BU1E4QH6k%3D)

For recurring schedules, you can also define:

- The interval (e.g. every 2 days)
- When the schedule ends

## Adding tasks to a schedule

A schedule can contain one or more tasks. Scroll down to the **Tasks** section and click the **+ button** to add a task.

![Scheduler interface showing task details and required fields for scheduling actions.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2026-03-24 17-32-48.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A10%3A41Z&se=2026-11-11T15%3A10%3A41Z&sr=c&sp=r&sig=rMNzNzHGDXDamcPI0%2BDVveR8MP0VeWi2ec%2BU1E4QH6k%3D)

## Task type: Execute Action

Use this task type to trigger an action on an asset.

### Configuration

You must define:

- **Asset Type**
- **Action Definition**
- **Asset**

![Scheduler interface displaying task details and scheduling options for actions.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2026-03-24 17-33-48.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A10%3A41Z&se=2026-11-11T15%3A10%3A41Z&sr=c&sp=r&sig=rMNzNzHGDXDamcPI0%2BDVveR8MP0VeWi2ec%2BU1E4QH6k%3D)

This determines:

- What action is executed
- On which asset
- Of which type

### Execution rule

- **Always** Every configured task will be executed.
- **Only Last** Only the last task is executed.

In most cases, **Only Last** is recommended to avoid unnecessary repeated actions.

## Task type: Calibrate Measurement

Use this task type to automatically calibrate a measurement.

### Configuration

You must define:

- **Measurement ID**
- **Value**

![Scheduler interface displaying tasks, dates, and options for adding a schedule.](https://cdn.document360.io/94d0a983-5058-4b02-8d06-1228a999a7a1/Images/Documentation/2026-03-24 17-34-48.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A10%3A41Z&se=2026-11-11T15%3A10%3A41Z&sr=c&sp=r&sig=rMNzNzHGDXDamcPI0%2BDVveR8MP0VeWi2ec%2BU1E4QH6k%3D)

This allows the system to adjust measurement values at a scheduled time.

### Execution rule

Same as with Execute Action:

- **Always**
- **Only Last**

## Editing a schedule

To edit an existing schedule:

1. Click on a schedule in the planner
2. The schedule window opens
3. Modify the desired fields
4. Click **Save**

Changes will be applied according to the configured repetition.

## Deleting a schedule

To delete a schedule:

1. Open the schedule
2. Click the **delete icon**

Depending on the configuration, you may be asked whether to:

- Delete a single instance, or
- Delete the entire schedule

## Best practices

- Use clear and descriptive titles
- Choose the correct level (Company vs. Project)
- Avoid unnecessary repetition where possible
- Use **Only Last** when scheduling multiple actions at the same time
- Keep schedules manageable and structured