Saving the Task Configuration

The final step in the scheduling process is to save the task with a meaningful name. This ensures that the scheduled email or report is easily identifiable in the system.

Save Configuration Section

Name:  Enter a descriptive name for the task, This name should clearly represent the purpose of the task, as it will be displayed in the sidebar.

Example: Daily Sales Report

Save: Confirms the configuration and stores the task. Once saved, the task will follow the defined schedule.

After saving, the task will appear in the sidebar, allowing users to manage, modify, or delete it as needed.

Next Step: Managing, Running, and Backing Up Tasks