The Bat! offers a simple and handy scheduler to automatically create and send emails, perform actions (like running programs or opening files), re-filter folders and much more. To access it either use the Tools -> Scheduler menu (Alt+F11) or switch to the Scheduler tab from SmartBat.
The main window of the Scheduler is divided into four sections:
- The upper left field displays the groups of scheduled tasks. This grouping can be useful if you have many tasks and need to find the needed one quicker.
- The lower left field is a calendar that you can use to find dates.
- The upper right field shows the list of scheduled tasks.
- The lower right fields contain four tabs that show information on the selected task.
Creating a Task
To create a new task in the Scheduler, choose the New option from the context menu of the task list or press the Insert key. The new window will appear where you should configure the new task.
Changing a Task
To change the settings of a task, right-click it and select Properties (Enter).
Input the task name in the Description field. This name will appear in the task list.
Specify the date and time of the task start. You can also define the duration of the task if needed.
If you want to automatically execute this task, check the "Enabled" box.
You can set the priority for any task. The high and highest priority affects the sorting in the "Today", "Tomorrow" and "This Week" groups.
To get a notification before an event starts, enable the "Notify me about this event" option. Specify the time when the notification will appear.
If The Bat! is not running at the time the event should start, the task will not be executed. If the "Notify about up to … missed events on startup" option is enabled, you will get a notification about missed tasks on program startup. If the "Execute actions for missed events" checkbox is selected, The Bat! will execute missed tasks.
Click the "Notification parameters" button to configure the notification.
Choose a sound by clicking the Browse button. You can also enable the "signal using system speaker" option if needed. The notification sound can be played several times until you confirm it.
If you check the "Activate the notification window" box, a notification window will open before your event starts:
These notification settings can be "used as default" for all the new tasks.
In the Actions section you should specify the tasks this event will execute. You can add actions that should be performed when the event starts and finishes.
Click "Add" and choose the actions:
To edit or delete an action use the respective buttons.
- Start a program
- Send/Check mail
- Create/Send message
- Automatic reply
- Open linked documents
- Watch and Send files
- Perform Folder Maintenance
- Refilter messages
- Send messages
- Analyze messages
Some of the frequently used actions are described below.
Choose one of the available actions to perform:
Besides the action you should also specify the accounts to process.
- Check for new mail only – This event invokes the “Receive new mail” command (F2)
- Send Queued messages only – Messages in the Outbox folder will be sent at the specified time; this event invokes the “Send queued mail” command (Shift+F2)
- Check and send simultaneously – If you select this action, the program will send the queued mail and check the mailbox for new mail at the same time
If you disconnect from the Internet, you may enable the "Connect to the Internet if needed" option. The "Disconnect when all sessions finished" option allows disabling the dial-up networking connection.
First of all you should specify the account that will be used to send messages. Select an account from the dropdown menu of the Use account section.
Specify the recipients in the "Create message for" section. If the "Linked persons/addresses" option is selected, you should add the recipients in the Links section of the event. If you check "Specific addresses" you can input the addresses in the field below or click "Browse" and choose them from your Address Book.
Besides this you should specify the template that will be used for the new message. Select "Specific template" and click "Edit" to create it. You can use one of your Quick Templates: select "Use Quick Template" and choose it from the dropdown menu. If you want to attach files to the message, check the "Attach linked documents" box and add them in the Links section of the Edit Event window.
Specify what action to take:
To create a personal message to each recipient, enable the "Create separate message for each addressee" option. If you do not activate this option, the program will create one message and add all recipients into the To field.
- Send immediately – The message will be sent at the time the event starts
- Queue in the Outbox – The message will be created, but not sent automatically – it will be put in the Outbox folder
- Open in the Message Editor – At the time the event starts The Bat! will open the message in the Editor and you will be able to edit it
- Save as draft in the Outbox – The message will be saved as draft in the Outbox folder
- Perform Folder Maintenance
Scheduler can perform folder maintenance as well.
First of all, you should select the folders to process: use the Select All/Deselect All buttons to quickly select/deselect all folders.
The following actions can be performed:
Check the "Run in background" box if you do not want the folder maintenance window to pop up when the event is executed. You can stop the folder maintenance process by clicking the respective button.
- Check Integrity/Repair
- Remove Duplicates
- Purge old/exceeding messages
- Compact (remove deleted messages)
Scheduler can automatically re-filter messages. Select an account and its folders whose messages should be re-filtered.
Select a filter set from the dropdown menu and mark filters to be used. Use the Account -> Sorting Office/Filters menu if you need to create new filters.
You can choose between two process log types – "progress bar" or "extended details". The log can be hidden if you do not need to check the results.
For more information about the Backup task, see the article Configuring automatic backup.
Switch to the Recurrence tab to define when the task should be repeated. If you set recurrence you can define when the repeating will be stopped (occurrences or date).
Once you check the "Repeat this event every" box, the Advanced tab appears. Switch to it to set a more exact repeating frequency (time, days, weeks, months). For example, the program can execute the tasks on certain days of weeks or months.
In the Links section you can add contacts and files that will be attached to messages. This section contains all URLs, files and address book entries associated with the task.
If you use the "Remind later" command, the link to the message will be displayed in this section.
You can add persons from your address book. To access a contact’s information for editing purposes click the "Edit" button.
You can add your own task categories (e.g. Personal, Work, Internet, etc.). To add a category, specify its name and handle. On the memo tab, you can add a descriptive text.