Learn how to schedule a deadline for your workflow.
Before we get started
Take note
- You can only set a schedule for the workflow if you are an "owner" or "admin" of the organization.
- You can only schedule a workflow that is published and assigned to a team
- You can only set a schedule for the workflow via the web portal.
Set a schedule for your workflow.
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using the link
Step 2: Select an organization
Click on the drop-down arrow in the top left-hand corner and select your organization.
Step 3: Click on Actions
Step 4: Click on Scheduled Workflows
Step 5: Click the +Schedule button
On the right-hand corner of the Scheduled Workflows page, click 
Step 6: Create a Schedule
6.1 Provide your schedule with a name
6.2 Select the Team Workflow
You will see a list of workflows that have been assigned to a team, with the team name followed by the workflow name separated by a hyphen.
6.3 Set the schedule
Choose how often you want the schedule to occur - daily, weekly, or monthly. Remember to save your selection once you are done.
6.4: Click Create schedule
Step 7: Set status and next execution
7.1 Change the status of the workflow from Ready to Live.
7.2 Set the next execution date and time.
And that's how easy it is!
We hope this article is helpful in setting a schedule for a workflow. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptions.direct
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!