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⚙️ How to schedule a process in Trackline

⚙️ How to schedule a process in Trackline


Schedule a process to start at another date and time
In Trackline, within the Code Contract platform, scheduling a process allows you to automate its start and execution, ensuring that workflows are activated at the right moment without the need for constant manual intervention.

Steps to schedule a process

  1. Access the Processes section
    From the main Trackline menu, select Processes.
  2. Select or create a process
    Choose an existing process or create a new one based on a template.
  3. Configure scheduling
    When clicking Create process, you can choose between Create immediate process or Schedule process.
  4. Define when you want the process to start
    It can be at a specific date and time, after another process finishes, or based on a defined condition.
  5. Save and activate scheduling
    Review the configuration and save the changes so the process runs automatically according to the set schedule.