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How to Create a Quarterly & Semi-Annual Schedule

Setting up Quarterly & Semi-Annual Tasks

Schedules let you assign one or more forms to a team or individual on a repeating basis. Once a schedule is created, tasks appear automatically on your team's task list without any manual assignment.

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Follow the normal steps to Create a new Schedule

  1. In the Repeats section, fill in the following:
    • Start Date — The date you want the first task to appear on your team's task list.
    • Repeats — Monthly
  2. For Quarterly:
    1. Every: 3 Months
    2. Due: 90 Days
      Quarterly
  3. For Bi-Annually (Every 6 months):
    1. Every: 6 Months
    2. Due: 1882 Days
  4. Select Save.

Tip: If you selected multiple forms, Provision will create one task series per form. You can view and edit each series individually from the Schedules list.

Note: Team members must accept their invitation and be added to the correct team before scheduled tasks will appear on their task list.