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

# Scheduling

> Due dates, the Schedule view, and the recurring or one-time actions you can attach to a task

# Scheduling

A task can carry a **due date** and a **scheduled at** date, and can also carry its own
recurring or one-time actions — a reminder, a flow, or an assistant, set to run automatically.
This page covers all three, the calendar that plots them, and what happens to them once a task
is closed.

<Note>
  Full field-by-field task reference — including subtasks, comments and time tracking — lives on
  the [Tasks](/spaces/tasks) page. This page is about time: dates, the calendar, and automated
  actions.
</Note>

## Due dates and overdue

A task's **due date** is its deadline. Once set, QuivaWorks shows how close it is wherever the
date appears — on the task card, in the list, in its details:

| Timing         | Shown as                                 |
| -------------- | ---------------------------------------- |
| In the past    | **overdue**                              |
| Today          | **due today**                            |
| Tomorrow       | **due in 1 day**                         |
| Within a week  | **due in N days**                        |
| Within a month | **due in N weeks**                       |
| Further out    | **due in N months** / **due in N years** |

`overdue` and `due today` are called out in a different colour from the rest, so a scan down a
list or board finds them first.

A **scheduled at** date is separate — when the work is planned to *start*, rather than when it's
due. A task can have either, both, or neither.

<Warning>
  A status marked **complete** closes the task to further scheduling activity — see
  [Completed tasks](#completed-tasks-stop-here) below. A closed task's due date no longer drives
  anything.
</Warning>

## The Schedule view

The Tasks panel's third view — alongside List and Board — is **Schedule**: a calendar of
everything time-based in the Space.

<CardGroup cols={2}>
  <Card title="Views" icon="calendar-days">
    Day, week, month, year or list — switch from the calendar's own toolbar.
  </Card>

  <Card title="Entry types" icon="filter">
    Due Tasks, Scheduled Tasks and Recurring Events — toggle each on or off independently.
  </Card>
</CardGroup>

* **Due Tasks** plots each task on its due date.
* **Scheduled Tasks** plots each task on its scheduled-at date.
* **Recurring Events** plots every future occurrence of the recurring and one-time actions
  described below, expanded out across the visible range.

A due or scheduled entry can be dragged to a new date, which updates the task directly — a
one-time or recurring event cannot, since it isn't tied to a single date to move.

Opening a folder scopes the same three-view switcher to that folder's tasks; open the whole
Space's Tasks panel for everything at once.

## Scheduled actions on a task

Beyond its due and scheduled dates, a task can carry its own **automated actions** — something
that fires on a schedule without anyone opening the task. These live in the **Automation**
section of the task form, alongside the task's other details.

Add one with **Add recurring action** — despite the name, it covers both a single, one-time
firing and a repeating schedule:

<Steps>
  <Step title="Choose when">
    **Frequency**: Once, Daily, Weekly (pick the days), Every weekday, or Monthly (a specific day
    of the month, or an ordinal weekday like "the second Tuesday"). Set a time of day, and — for
    anything but Once — a timezone.
  </Step>

  <Step title="Optionally, set an end date">
    Turn on **Ends** and pick a date. Left off, a recurring action keeps firing indefinitely.
  </Step>

  <Step title="Choose what happens">
    **Notification**, **Assistant / AI action**, or **Flow trigger** — see below.
  </Step>

  <Step title="Save">
    A summary line ("Recurs every Monday and Friday at 9:00 AM (Europe/London)") confirms exactly
    what you've set before you save it.
  </Step>
</Steps>

<Note>
  If you're still creating the task, an action you add is held until the task itself is saved, then
  created against it — the same pattern task actions use.
</Note>

An existing action can be reopened from the same list to edit or delete it.

### The three action types

<AccordionGroup>
  <Accordion title="Notification" icon="bell">
    Pick one or more recipients and write the message they'll be sent.
  </Accordion>

  <Accordion title="Assistant / AI action" icon="robot">
    Pick an assistant and write the prompt it should act on, with the task as context.
  </Accordion>

  <Accordion title="Flow trigger" icon="diagram-project">
    Pick a flow and, optionally, a JSON payload to trigger it with.
  </Accordion>
</AccordionGroup>

### Who it runs as

A scheduled action always runs as whoever set it up — or whoever last edited it, if it's been
changed since. It never runs as anyone else. If that person's access to the account is later
removed, their scheduled actions stop firing rather than continuing to run without them.

## Completed tasks stop here

Marking a task's status **complete** closes it. From that point on, none of the above continues
for that task:

* Recurring and one-time actions stop firing.
* Overdue checks stop applying to its due date.

This is what the **Complete** flag on a status is for — configured per Space in **Edit Space →
Tasks → Statuses**. See [Tasks: Statuses](/spaces/tasks#statuses) for how statuses and the
Complete flag are configured.

## Where to go next

<CardGroup cols={2}>
  <Card title="Tasks" icon="list-check" href="/spaces/tasks">
    Every field on a task, and the List and Board views.
  </Card>

  <Card title="Task Actions" icon="circle-check" href="/spaces/task-actions">
    The checklist a task can carry, separate from its scheduled actions.
  </Card>

  <Card title="File Management" icon="folder-tree" href="/spaces/file-management">
    Folders, uploads and document approvals.
  </Card>

  <Card title="Spaces Overview" icon="folder-tree" href="/spaces/spaces">
    The panel model this page builds on.
  </Card>
</CardGroup>
