Processes & tasks

The next step is already scheduled

A reminder before the seminar, materials for the start of a course or a follow-up after the event: schedule tasks from system and email templates around each session. Your team sees what is pending and what has already been processed.

Course coordination with digital tasks, reminders and approvals in the team
  • System tasks
  • Email templates
  • Scheduling
  • Recurring
  • Archive
Scheduled tasks

Plan seminar and event communications in advance

The task scheduler runs system tasks and tasks from your email templates. Prepare messages around your events and see what is still pending or has already been processed.

Pending tasks

Check the tasks scheduled to run next. The scheduled time makes the next step in the process clear.

Recurring tasks

Prepare tasks that are created repeatedly for new bookings. Your team no longer needs to set up the same email delivery for every registration.

Archive

Use the task archive to track processed system tasks. You can also check message history in the outbox.

1PrepareSet the template and timing2RunScheduled course emails3TrackProcessed tasks in the archive
Core areas

Less repetition. More visibility.

Prepare

Use templates at the right time

Prepare messages from system and email templates. Each task connects the right content with its scheduled delivery.

Plan

Stay in touch before and after the event

A reminder before the workshop or a message after the seminar: align communications with your offering's schedule.

Track

Clearly distinguish scheduled and processed tasks

Pending tasks, recurring tasks and the archive give your team a shared overview.

Operational added value

What your team can prepare in advance

  • Create tasks from system templates.

  • Use your own email templates for scheduled messages.

  • Schedule tasks before or after a session.

  • Check pending tasks and their scheduled execution times.

  • View recurring tasks centrally.

  • Track processed tasks in the archive.

Your benefits

Well prepared for every event

Time saved

Prepare recurring email delivery once

Overview

Distinguish pending tasks from processed tasks

Context

Align communications with the course schedule

Frequently asked questions

Questions about task planner

Which tasks can be scheduled?

The task scheduler processes system tasks and tasks from email templates. These include scheduled communications before and after a session.

Where can I see tasks that have already been processed?

The task archive contains processed tasks. You can also check the message history in the outbox.

Can I see an overview of recurring tasks?

Yes. Alongside pending tasks and the archive, there is a dedicated view for recurring tasks.

Your next event starts here

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