Scheduled Tasks is Bizuno’s cron-like scheduler — recurring jobs that run on their own. Nightly backups, monthly statement runs, weekly cash flow reports, training-expiration reminders, auto-emailing of open-invoice lists. Set once, forget, review.
How to get there #
Menu: Tools → Scheduled Tasks
Direct URL pattern: https://yourdomain.com/?bizRt=bizuno/tools/scheduler
What you can schedule #
- Database backup — full, nightly, offsite.
- Statement run — monthly customer statements emailed automatically.
- Payment reminders — auto-email overdue invoices at 7 / 30 / 60 day thresholds.
- PO reminders — email yourself open POs past their promise date.
- Report email — any PhreeForm report emailed on a schedule (P&L on the 5th, cash flow on Mondays).
- Training expiration reminders — employees & managers notified 60 / 30 / 0 days before expiration.
- Inventory reorder — generate reorder suggestions nightly.
- Data cleanup — purge temp files, rotate logs.
Creating a scheduled task #
- Click New Task.
- Pick a Task Type from the dropdown (backup, statement run, report email, etc.).
- Name the task (“Nightly backup”, “Weekly cash flow to owner”).
- Configure the task-specific parameters (which report, which recipients, what filters).
- Set the Schedule:
- Frequency: Hourly / Daily / Weekly / Monthly / Custom (cron).
- Time of day for daily+ schedules.
- Day of week for weekly, day of month for monthly.
- Set the Recipient email(s) if the task emails output.
- Toggle Active.
- Save.
The scheduled task list #
| Column | Meaning |
|---|---|
| Name | Your label for the task. |
| Type | Backup, Report Email, Statement Run, etc. |
| Schedule | Summary of the cron pattern (e.g., “Every day at 2:00 AM”). |
| Last Run | Timestamp and success/failure. |
| Next Run | When it fires again. |
| Active | Enabled flag. |
Run now #
Every task has a Run Now button — fires the task immediately, independent of the schedule. Use it to test after creating a task and to catch up after a missed run.
Run history & logs #
Each task keeps a log of every run: start time, end time, status, output size, and any error. Click a run to see details. A failing task that nobody reads the log of is just silent failure.Important: Scheduled tasks only run if your server’s cron (or equivalent) is configured to poke Bizuno. If a task says “Next Run: yesterday at 2:00 AM” and never fired, your host’s cron is misconfigured. Talk to your hosting provider or admin before adding more tasks.
Starter scheduled task set for Ridgeline #
- Nightly full backup, 2:00 AM, push to offsite storage, retain 14 days.
- Monthly statement run, 1st of each month, 8:00 AM, to all customers with open balance.
- Weekly cash flow snapshot, Mondays 7:00 AM, to owner.
- Overdue invoice reminders, every day 9:00 AM, at 7 / 30 / 60 day thresholds.
- Open PO past-promise report, every Monday 8:00 AM, to purchasing (owner).
- Training expiration digest, Mondays 7:00 AM, to manager and owner.
Editing, disabling, deleting #
- Edit — change parameters, schedule, recipients at any time.
- Disable — toggle off without deleting. Good for holiday blackouts or when debugging.
- Delete — remove the task. Prior run logs are kept for the retention window.
Cron expressions (advanced) #
Custom frequency accepts a cron expression like 0 2 * * * (every day at 2 AM). Reserve for cases the preset schedules can’t handle. Many people get cron expressions wrong; use a cron-expression validator or rely on the presets unless you need the precision.
Tips for Ridgeline Cycles #
- After creating a new task, hit Run Now to verify it actually does what you expect. The first scheduled run is no time to discover a bad filter.
- Check the Scheduled Tasks list monthly — any task in red (last run failed) is a silent problem.
- Be careful with emailed reports to customers (statements, reminders). One bad schedule sent to 300 customers at 3 AM creates 300 support threads.
- Don’t stack heavy tasks back-to-back at 2 AM. Space them — backup at 2, statements at 3, reports at 4.
Where to go next #
- Export & Backup — the manual version of the automated backup.
- Email Templates — wording of the emails generated by scheduled tasks.
- PhreeForm — build a custom report to email on a schedule.