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June Workshop #3 Recap (Core): Tasks & Flows

  • June 17, 2026
  • 4 replies
  • 38 views

Keren Ringel
Bobber

 

Hi everyone 👋

Thanks for joining our latest Core Onboarding Workshop!
This session focused on two key areas: Tasks and Flows - helping you take the next steps in your self-implementation journey with confidence.

If you couldn’t make it live, don’t worry - you can watch the session recording Here 

Do not forget to register to our upcoming Q&A session, and to all other sessions!

 

Here’s a quick recap of what we covered in this workshop:

🔑 1. Tasks

We explored how to create and manage tasks in Bob to automate reminders, assignments, and to-dos during onboarding or other processes.
➡️ Learn more Here 

 

🔑 2. Flows

We walked through setting up automated flows to streamline repetitive actions, like onboarding sequences or approval chains.
➡️ Learn more Here 

 

💡 Highlights & Best Practices

- Automate recurring HR actions using flows.
- Assign task owners and due dates to improve accountability.
 

🎯 What’s Next

Our next session will focus on Reports, Documents, Integrations & Launch Preparation 🚀



🎥 Watch the full recording Here 

Have follow-up questions or tips from your own setup?
Drop them below, or as a separate question in the Community Hub and let’s keep the discussion going!

 

4 replies

Hey ​@Keren Ringel

 

We’ve been setting up Tasks and automated Task Flows and noticed one thing - calendar invitations land on the weekend. 
I went through discussions in the Community and noticed that a request to change this, to have only weekdays applied was generated over a year ago. 
Can you give me an update on where this is or if there’s a way to set the Tasks so that they create events only on weekdays? 

 

Thanks!

kaisa


Keren Ringel
Bobber
  • Author
  • Bobber
  • July 7, 2026

Thanks for the great questions ​@Kaisa Ravaska 

Currently, Bob calculates task scheduling using all 7 days of the week, including weekends. There is no built-in option to automatically skip non-working days, which means tasks set to trigger a certain number of days before or after an anchor event may naturally land on a Saturday or Sunday.

In the meantime, there are a few practical workarounds that can help reduce weekend scheduling:

First, you can adjust the day offset for your tasks by adding extra days to account for weekends. For example, if a task is meant to trigger 5 working days after an event, setting it to 7 days instead can help shift it past the weekend.

Second, for tasks that include calendar invitations, you can configure them to send the invite a few days before the actual event date. This gives the organizer time to review the scheduled date and manually move it if it falls on a weekend.

Third, you can add a note directly in the task description, prompting the assignee or organizer to check whether the date falls on a weekend and adjust accordingly.

Finally, for key meetings or check-ins, using manual calendar tasks instead of automated ones gives you full control over the scheduling date.

These workarounds are the most effective options available at this time; However, if this is still an issue for you I recommend submitting a support ticket so our CX team can log your use case as product feedback, so our product teams can look into this moving forward 🙏 

 

I hope this helps

Best

Keren


Hi Keren! 

Thank you for your message! I was reading through the community and apparently, a support ticket and change request for excluding the weekends has already been submitted over 1 year ago. Any chance you could look into it and give me some insights into where that development is? 

Some of your workarounds could work but I don’t find them very feasable for all cases. 

Technically, it is pretty simple to set the rule not to create tasks on a weekend. I’ve done it in my own platform so that’s why I know. ;) 


Keren Ringel
Bobber
  • Author
  • Bobber
  • July 7, 2026

Hi ​@Kaisa Ravaska 

Yes I can see the product feedback ticket internally, and it is assigned to our developers but has not been assigned a date yet unfortunately. 

If you want to add your vote and be notified personally on any update, I recommend submitting a ticket so they can add you and keep you posted

Best

Keren