Schedule Emails, Texts, and Workflows to Send Later

Margarita Perez on October 28, 2026

New

Schedule Emails, Texts, and Workflows to Send Later

You can now schedule emails and texts from a case, schedule a workflow to start at a future date and time, and see everything that’s scheduled on one page.

What’s new

Schedule emails and texts from a case

On a case’s Communication tab, the Send button for emails and texts now has a down arrow next to it. Click the down arrow, pick a date and time, and click Schedule. Times are shown in your organization’s time zone.

The Schedule for later window opened from the down arrow next to the Send button, with Date and Time fields, a note that times are in America/Chicago (CT), and Cancel and Schedule buttons.
Click the down arrow next to Send to schedule a message.
  • Marked in the log. A scheduled message appears in the communication log with a Scheduled label and the date and time it will send.
  • Edit, send now, or cancel. From the log, you can change the date and time, send the message right away, or cancel it before it sends.
Two scheduled emails in a case log, each with a Scheduled label, the date and time it sends, and Edit, Send Now, and Cancel links.
Scheduled messages show in the case log with options to edit, send now, or cancel.

Scheduled messages send once. They can’t be set to repeat.

Schedule a workflow to start later

When you click Execute Workflow on a case and select a workflow, you can choose Execute Now or Schedule for Later. To schedule it, pick a date and time, then click Schedule.

Workflows can also be recurring. Check Make Recurring to have the workflow run again on a repeating schedule.

The Select which workflow to execute window, with a workflow dropdown, Execute Now and Schedule for Later options, date and time fields, a note that times are in America/Chicago (CT), a Make Recurring checkbox, and a Schedule button.
Choose Schedule for Later to start a workflow at a set date and time, or make it recurring.

See everything that’s scheduled in one place

A new Scheduled page under Communication lists every scheduled email, text, workflow, and announcement, with the date and time it’s set for, the case it belongs to, and who scheduled it.

  • Filter by type. Use the All, Emails, Texts, Workflows, and Announcements tabs. Each tab shows how many items are scheduled.
  • Narrow the list. Search by case or message, filter by case type or date, or show recurring items only.
  • Make changes. Edit a scheduled item, or use the menu next to it for more options.
The Scheduled page under Communication, with tabs for All, Emails, Texts, Workflows, and Announcements, search and filter options, and a list of scheduled items showing the scheduled time, type, message, case name, case type, who scheduled it, and actions.
The new Scheduled page shows everything set to send or start later.

Also updated: Mass Announcements

Scheduling Mass Announcements works the same as before. Scheduled announcements now show a Scheduled status on the Mass Announcements dashboard instead of Pending.

The Mass Announcements dashboard showing a recurring announcement with a Scheduled status, and two earlier announcements with a Sent status.
Scheduled announcements now show a Scheduled status.

Why it matters

You can write messages and set up workflows when it suits you, and have them go out at the time that works best for your contacts.

See it in action

Emails and texts

  1. Open a case and go to the Communication tab.
  2. Write an email or text, then click the down arrow next to Send.
  3. Pick a date and time, then click Schedule.
  4. Your scheduled message appears in the logs with a Scheduled label.

Workflows

  1. Open a case, go to the Workflow tab, and click Execute Workflow.
  2. Select a workflow. Choose Execute Now to run it right away, or Schedule for Later to run it at a later date and time.
  3. If you’re scheduling it, pick a date and time. You can also check Make Recurring to have it repeat.
  4. Click Schedule. The workflow appears in the list of workflows with a Scheduled status.