Work with the scheduled messages list (Beta)
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This article covers how to browse and filter the messages in your scheduled messages list. To act on scheduled messages, see bulk actions for scheduled messages (Beta) .
Work in progress
The functionality is being developed and currently available for Beta users. Docs on using the feature are being prepared.
To view every scheduled chat thread—whether scheduled individually or in bulk—go to Communications > Scheduled, or to Client account > Communication > Chat > Scheduled.
Work with the list
Owners and admins can see and manage every scheduled message across the firm. Employees see scheduled messages only in the accounts they have access to, and can only manage the ones they created.
Each message card shows the thread subject, a message preview, and the send date—plus a Tasks count if the message includes client tasks, and the client’s name in the global Scheduled section—sorted soonest first.
If a message fails to send, its card shows a red Failed indicator instead of disappearing from the list.
Filter the scheduled messages list
Use the filter bar to narrow down the list. For a full list of available filters, see Available filters below.
Reference: Available filters
| Filter | What it returns |
|---|---|
| View (global Scheduled section only) | All accounts, followed accounts, or a specific team member |
| Account (global Scheduled section only) | A specific client account |
| Assignment status | Assigned or unassigned threads, or threads assigned to specific team members |
| Scheduled date | A single date or date range for the scheduled send time |
| Sender | The team member who created the scheduled message |
| Sending status | All, scheduled, or failed messages |
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