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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 ​

  1. Open the runbook you want to schedule.
  2. Click the Schedules button to open the scheduling panel.
  3. 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.
  4. 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.