Quizzes can be run manually or automatically. To run a Quiz automatically, you need to add an Automation.
There are 4 types of automations that can be created:
Date Schedule: which runs the quiz at a predetermined frequency
When a checklist instance is completed: which runs the quiz upon completion of another
When a step in a checklist instance is completed: which runs the quiz upon completion of a step in another
When a new team member is added: which runs the checklist when a team member is added to your account
Automations are created based on Triggers and Actions. You build an automation on the quiz you want to run automatically - this is the action. You format the automation to respond to a trigger that happens elsewhere.
This article will show you how to create a Date Schedule.
Adding a Date Schedule
To create a Date Schedule:
Click the Alarm Clock button on the right hand side of a Quiz
Click +Add New
Date Schedule Trigger
Use the dropdown to choose Date Schedule, which will then display the fields required to format this trigger type.
Enter the Frequency (daily, weekly, etc) and how often you wish it to repeat
Enter the Start Before time to specify when you want the quiz to initiate and invite participants automatically
Enter the Timezone you want the automation to occur in
Enter the Start Date of when you want the instance to start
Enter an End Date if you'd like the date schedule to turn off after a specified period of time. Note: leave End Date blank if you want it to run until you choose to turn it off
Date Schedule Action
In the Action section, click the Assign button to assign people or roles as "Participants"
Who you select here are who will be invited to complete the quiz:
Name: assigning participants by their name to choose specific people
Role: assign an entire role to invite everyone who is in that role to participate
Click Finish to confirm the participant list
Enter in a Due Within period as a number of days
Click Save