Once tasks are created, they can be managed directly from the Schedule & Email Spreadsheets add-on interface. Each task has a menu with various options for modification, execution, and backup.
Clicking the three dots (⋮) next to a task reveals the following options:
Edit: Modify the task configuration, including schedule, recipients, and attachments.
Delete: Permanently remove the task from the list.
Duplicate: Create an exact copy of the task, including its schedule, recipients, and attachments. The duplicated task will have the same configuration as the original but can be modified independently. This is useful for setting up similar tasks without starting from scratch.
Export: Save the task configuration as a backup file. This file can be re-imported later using the Import Task option from the add-on menu.
Run Now: Manually trigger the task to execute the configured email and report immediately.
Each task is displayed with an icon that represents its scheduling status:
Scheduled Send Icon: Indicates that the task is scheduled and will run automatically based on the configured recurrence.
Canceled Schedule Send Icon: Indicates that the task is not scheduled and will not run automatically.
Email Off Icon: Indicates that the task is neither scheduled for automatic execution nor can it be manually triggered using the Run Now option.
You can efficiently manage your scheduled tasks, modify configurations, and back up tasks for future use, ensuring smooth automation of Google Sheets email reports.
To restore a previously exported task, use the Import Task feature from the Schedule & Email Spreadsheets add-on menu:
Click the Choose File button.
Select the exported .json file from your device (e.g., Daily Sales Report.json).
Click the IMPORT button to upload and restore the task.
Once imported, the task will appear in the task list, ready to be scheduled or modified.