Schedule overview

Schedule brings planned Guide and Form work together for the active workspace. It also shows eligible active Guide assignments with due dates.

Find planned work

1. Choose the intended workspace and open Schedule.
2. Select Upcoming, Today, Week, Month, or Agenda.
3. Move through dates with Previous range and Next range, or return to the current date using Today.
4. Use Schedule filters to narrow Subject, Content, or Folder.
5. Open an item to review its title, subject, Guide or Form, timezone, state, and available actions.

Week and Month show calendar items; Upcoming and Agenda show lists. Narrow Month displays only the selected month's days, while wide Month also shows adjacent-month dates. + more opens Agenda beginning on that day.

The Visible, Active, Recurring, and Reminders totals describe the currently displayed filtered collection. They are not counts for all workspaces or dates.

Use Export visible Schedule range to download an iCalendar snapshot of that collection.

Create and manage work

Select Schedule content to choose a Guide or Form, subject, time, timezone, recurrence, reminders, and color. Available sources and subjects depend on your workspace and access. See Create a Guide or Form schedule.

Multiple clients creates separate operator-managed work About the selected people in the scheduling workspace. It does not deliver Guide assignments to those people's own Home or Schedule. Guide assignments are a separate workflow; see Assignments.

For eligible schedules, edit, duplicate, or delete the planned work. Check source and About access when an action or selection is missing. Recurring work also supports exceptions for individual occurrences.

Use schedule times for timezone changes, overlap guidance for timing conflicts, and Load latest recovery when another editor changes the schedule.

Launch and complete

Use the occurrence's Launch action for its schedule and subject context. Launching does not itself mark work complete. A saved Report must match the current occurrence to mark it Done; manual Done does not create a new Report. Follow completion guidance and Report review.

Assignment due rows use separate completion rules. A linked partial Report can count, and older completion evidence can produce different badges in Home or People. Inspect the saved result when states disagree.

Reminder controls manage notifications separately from completion. Acknowledging a reminder does not complete the scheduled task.

Shelf Mode can show qualifying incomplete Guide work due today in its Scheduled row. Forms and work on other local dates do not appear in that row.

If the range looks wrong

Check workspace, dates, timezone, and remembered filters first. A failed load can leave outdated rows on screen, and a recurring-range warning can indicate missing occurrences. Use Schedule recovery before assuming that an empty or partial view means no work exists.