Schedules help you streamline your reporting cycle by automatically generating Briefing Books, sending workflow emails, and triggering other key processes—saving time and reducing manual work.
Managing Schedules
From the Schedules page, Admins and Scorecard Admins can see all existing schedules and manage how and when automated tasks run.
From the left-hand navigation, click Automation.
Select Schedules.
💡 You’ll see a list of all schedules in your ClearPoint account.
Filter and View Options
Use the Filter Schedules search bar to find schedules by name or keyword.
Check Show Deleted or Show Disabled to include those schedules in the list.
Duplicate or Delete a Schedule
On the Manage Schedules page, click the kebab menu (⋮) next to a schedule.
Choose one of the following:
Duplicate Schedule
Select Duplicate Schedule.
Enter a new Schedule Name to differentiate it.
Click Duplicate.
Delete Schedule
Select Delete Schedule.
Confirm by clicking the red Delete button.
⚠️ Important:
Deleting a schedule permanently removes it and stops it from running.
Disabling a schedule only stops it from running; it remains available and can be enabled again at any time.
Adding a Schedule
In this example, we’ll create a recurring schedule to generate a Briefing Book for a Monthly Business Review meeting.
From the left-hand navigation, click Automation → Schedules.
Click the Add Schedule (+) icon.
In Scheduled Task, choose the action to automate—for example:
Generate Briefing Book.
If required by the task, select an item such as a Briefing Book from the dropdown.
Choose a First Run Date and Run Time.
Click Save.
Configure Schedule Details
Click the kebab menu (⋮) and select Edit Schedule.
Under Name, enter a schedule name (e.g., Monthly business review).
Check Enabled to tell ClearPoint this schedule should run automatically.
Leave it unchecked to create the schedule in a disabled state.
Modify the First Run Date and Run Time.
Set Recurrence
Navigate to the Recurrence tab.
Check Enable Recurrence to set an automated repeat pattern.
For a monthly review, you might choose:
Repeats: Monthly
Every: 1 month
On: Third Friday
End Date: None (to run indefinitely)
When finished, click Save.
History Tab
Navigate to the History tab.
When the schedule was created.
When it was edited.
Each time it has run and its outcome.
Schedule Calendar
The Schedule Calendar provides a calendar-style view of automated actions, including Schedules and other automated processes like Reporting Workflows. It helps you visualize your entire reporting cycle—report generations, reminder emails, and more—in one place.
From the left-hand navigation, click Automation.
Select Calendar.
Use the Filter Calendar search bar to quickly find schedules.
Use the Events dropdown to filter by specific schedule or workflow types.
💡 This view helps you anticipate upcoming automated tasks and ensure your reporting cadence is properly aligned.