Notes and Schedule
Recurring schedules
Create a repeating Guide or Form schedule and choose between series changes and occurrence exceptions.
A recurring schedule creates planned Guide or Form occurrences from one series of dates and settings.
Create a recurring schedule
- Open Schedule in the source content's workspace.
- Select Schedule content and choose the title, Guide or Form, and About person.
- Continue to Time and set the first date, clock time, and Timezone.
- Under Repeats, choose Daily, Weekly, Monthly, or Yearly.
- Set Every to a whole number from 1 to 52.
- Optionally set Until, then continue to Options and choose the reminder and color.
- Select Save schedule, then inspect the expected dates.
For example, Weekly with Every set to 2 repeats every two weeks from the first scheduled date. Choose One-time when repetition is unnecessary.
Available sources and people depend on source and About permissions. For all creation fields, see Create a schedule.
Understand the pattern
The first start is the series anchor. The controls support one frequency, interval, and optional ending instant; there is no separate weekday checklist or “end after this many occurrences” control.
Until includes an occurrence starting exactly at that instant. It does not extend an occurrence's duration or guarantee an occurrence on the selected date. The recurrence label shows an ending date, so open Edit series to inspect the full cutoff time.
Monthly and yearly patterns keep the original calendar day where possible, using the month's last day when necessary. Timezone and daylight-saving behavior also affect dates; see Recurring dates and clock changes.
Choose the right change
Use Edit series to change shared settings for all dates. Review how series changes affect exceptions before moving the anchor or changing the pattern.
Use an occurrence exception for one date: Skip, Reschedule, or Mark occurrence done. These do not shift the entire pattern.
Schedule again opens a new creation draft using the series settings. It does not automatically copy only the displayed occurrence. Review the duplication workflow.
Find expected dates
Schedule loads the displayed range rather than every future date at once. Check the workspace, date range, and filters. A rescheduled occurrence appears at its effective replacement time; a skipped occurrence appears in Skipped occurrences.
If the range is marked incomplete, use Schedule recovery. A successful save or calendar export does not prove every future date was loaded.