Runbook Scheduling
Runbook Scheduling lets you automate recurring runbook execution on a weekly or monthly cadence. Scheduled runbooks create ConnectWise tickets automatically and run at the configured times.
Creating a Schedule
Open the runbook you want to schedule.
Click the Schedules button to open the scheduling panel.
Click Add Schedule and configure:
Frequency -- Weekly or Monthly.
Day -- For weekly schedules, select a day of the week (Monday through Sunday). For monthly schedules, select a day of the month (1--28).
Time -- Set the hour and minute for execution.
Timezone -- Select your timezone.
Company -- Choose All Companies to run the runbook for every mapped company, or select a specific company.
ConnectWise Board -- Select the board where tickets will be created.
Time Entry (minutes) -- Estimated duration for the task (1--240 minutes). This is added as a time entry on the ticket when the runbook completes.
Click Save.
Managing Schedules
Each runbook can have multiple schedules. From the schedules panel, you can:
Enable/Pause -- Toggle a schedule on or off using the switch. Paused schedules will not run until re-enabled.
Edit -- Update the schedule configuration.
Delete -- Remove a schedule permanently (requires confirmation).
Each schedule card displays:
The target company (or "All Companies").
The schedule cadence (e.g., "Weekly, Monday 9:00 AM ET").
The next scheduled run time.
Whether the schedule is enabled or paused.
Company Scope
All Companies -- The runbook runs once for each company that has the required integrations mapped. A preview shows which companies will be included.
Specific Company -- The runbook runs only for the selected company.
ConnectWise Integration
Scheduled runbooks require an active ConnectWise PSA connection:
A ticket is created on the specified ConnectWise board each time the schedule runs.
The estimated time entry is logged on the ticket when execution completes.
Tips
Use weekly schedules for routine maintenance tasks like patch reviews or security checks.
Use monthly schedules for periodic audits or reporting procedures.
Start with a specific company to test a schedule before expanding to all companies.