Guide schedules and assignments

Use Schedule to plan Guide work with a time, recurrence, and reminder. You need edit access to the Guide; available content and people depend on your workspace and access.

A schedule and a direct Guide assignment are separate records, even for the same Guide and person. Current Home, People, Library, and Schedule screens do not provide controls to create, edit, or archive direct assignments.

Schedule from the Guide editor

For a quick one-time schedule:

1. Open Guide > Schedule guide.
2. Confirm the title, time, timezone, optional Subject, and Reminder.
3. Select Schedule guide and wait for confirmation.
4. Select View schedule, find the created item, and use its Launch action.

The confirmation also offers Launch guide. That shortcut currently lacks the full occurrence link needed to mark the calendar item Done automatically. Use View schedule followed by the item's Launch when completion should update that scheduled date.

If you already used the shortcut, inspect the saved Report before repeating the work. Follow completion recovery; a saved result and a Done calendar item are separate outcomes.

Schedule with more options

1. Open Schedule in the intended workspace and select Schedule content.
2. Choose Guide, select the Guide, and choose who it is About: yourself, one visible client, or multiple clients. Select Next.
3. Set the first time and timezone, then select Next.
4. Choose Repeats, reminder, and color options, then Save schedule.
5. If an overlap appears, adjust the person or timing, or deliberately use Save with overlap when offered.

Multiple clients creates separate operator-managed schedules About those people in the scheduling workspace. It does not deliver assignments or put these items in each client's own Home or Schedule.

See schedule creation, source and About access, and recurring work.

Launch existing assignments

Find Assigned guides on Home or an eligible person's profile in People. Check the person, due date, status, and notes, then use Launch. Open guide opens the content without assignment context.

Follow assignment launch and check status and activity. A Completed assignment can count a partial Report and can still be launched again; inspect the result before relying on that badge.

Change planned work

Open the calendar item for its available actions. Edit, duplicate, or delete changes planned work. Eligible recurring dates also offer individual exceptions.

Assignment due rows are read only. Missing content, subjects, or actions can reflect workspace or access limits; use Schedule recovery or assignment recovery.