The scheduler does things for you at a set time: reminds you or a colleague, connects a call, posts to a chat, or starts a conference with a whole group.
Open it in the portal under CRM → Reminders & Tasks, or in the web phone’s Tasks tab — it is the same list.
The calendar
The scheduler opens as a month calendar. Each day shows up to three tasks; if there are more, a +N count sits in the day’s lower-left corner.
- Click a day to see it as a short list: time, title, what it does and to whom.
- Click a task to open it. A task that has already run opens read-only, so you can see exactly what it was.
- + next to the date plans a new task for that day.
- The status pills above the calendar — All, Scheduled, Done, Failed, Cancelled — filter both the calendar and the list.
Plan a task
- Press Schedule task.
- Give it a Title and pick When.
- Under What to do, choose the action (see below) and who it is for.
- Under Repeat, keep once or choose daily, weekly (tick the days, for example Monday, Tuesday and Wednesday) or monthly. Under the field you see the next dates spelled out.
- Press Schedule.
If something is missing, the reason is written next to the button instead of the button simply staying grey.
What a task can do
| Action | What happens |
|---|---|
| ⏰ Reminder popup | A window appears on the screen and a chat message arrives. If nobody confirms in 5 minutes, the system calls. |
| 📞 Call | At the set time the system rings the caller; after they press 1 it connects them with the other person. |
| 💬 Chat message | A message goes to a person or to a group’s chat. |
| 🎧 Audio conference / 📹 Group video conference | The conference starts and everyone invited gets a call or an invitation. |
Calls to an outside number
In a 📞 Call task, set Whom we call to An outside number and enter the number with the country code. You are rung first; after 1 the call goes out as an ordinary outgoing call from your extension — your caller ID, your plan’s limits and prices.
Who is invited to a conference
- Group — everyone in the group (a department or your own contact group) at the moment the conference starts. Someone added to the group later is invited too. Leave some out removes single people.
- Pick by hand — only the people you choose.
Reminder scenario
Under More: scenario, chat buttons, voice, call text, the Reminder scenario decides how hard the system tries:
- Вікно + чат, через 5 хв дзвінок (window + chat, call after 5 min) — the usual one.
- Лише дзвінок (call only) — a call straight away, without the window or the chat message.
Each next step happens only if nobody has confirmed the previous one.
Repeat a past task — Clone
Open a past task from the calendar and press Clone. The same form opens with everything filled in — action, people, text, repeat — and the time moved to the next such hour. Change what you need and press Schedule. Nothing is created until you do.
How it went
The status next to a task — Done, Failed, or how people reacted — opens its timeline: who got the window, who read the message, who answered the call, and why a call did not connect (busy, no answer, number unreachable, not allowed by the balance or limits).
Who sees what
- Company admins and managers see every task of the company.
- Everybody else sees the tasks they take part in, and can change and delete only their own.
Updated: 19 October 2026