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Automation: Tasks Planner
Automation: Tasks Planner
Katherine Semenowa avatar
Written by Katherine Semenowa
Updated over a week ago

What is the Task Planner?

Task Planner is a background instrument for planning automated activities

Why Task Planner is important?

Task Planner ensures predictability of Outreach though adherence to Sender Profile limits and Automation schedule.

How Task Planner Functions:

  • Task Planning: Activities through are scheduled by an internal task planner, considering the limits set in sender profiles and within automations.

  • Types of Tasks:

    • Tasks in Automation: These are prioritized based on creation order (first in, first out).

    • Instant tasks: Sending messages through the GetSales Messenger.

    • Tasks Outside Automation - those that are created manually without Automation - manual or auto tasks. Those tasks are managed separately but still within the set limits and auto tasks are executed according to the queue.

  • Dynamic Task Management: Tasks for each Contact are planned according to its progress through he Automation: node-in- node and 7 days ahead (e.g. if the Contact reached "Send Message" node, only the task for sending a message will be queued and no other tasks)

  • The scheduled tasks are dynamically updating for changes like message edits, schedule adjustments and Sender Profile limits:

    • If you change a node in the Automation, for all of the Contacts who are on that node and the tasks are waiting to be executed - and for all of the new Contacts, the node will change.

    • For the Schedule: if you change it for the active Automation, the internal task planner will recalculate the task schedule immediately and continue executing tasks. Same as with the Sender Profile limits, if the are updated, the internal task planner will recalculate the task schedule.

  • Dealing with Delays and New Automations:

    • If you set up a delay before task execution, the task won't be scheduled until the delay time is over and the Contact progressed to the next node. Delayed tasks in automation are created after the specified wait time.

    • The delays will not take into account the schedule you set up for the Automation, the delay will count the time according to the 7-day week. After the delay is done, the task is scheduled according to the schedule you set up for the Automation and your Sender Profile.

Soon we will be releasing access to the Task Planner so you could see exactly what Tasks are planned and at what time.

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