How to schedule automatic Daily Interview text prompts

Who controls the schedule

1. 1Global Admin — sets the organization default for automatic prompts, default send time, and default timezone.
2. 2Admin — can override the Daily Interview schedule for any project.
3. 3Assigned Project Manager — can manage the schedule for their own assigned project.
4. 4Member — cannot configure Daily Interview SMS scheduling.

Organization defaults

1. 1Go to Settings as a Global Admin.
2. 2Find Daily Interview Organization Defaults.
3. 3Choose whether automatic prompts are on by default.
4. 4Set the default send time and IANA timezone, such as America/New_York.
5. 5Save the defaults.

Project-specific schedule

1. 1Open the project and go to the Daily Interview tab.
2. 2Under Automatic Daily Interview, either keep Use organization defaults selected or turn it off to create a project override.
3. 3Choose On or Off, set the send time, and confirm the project timezone.
4. 4Save the schedule.
5. 5Review the Next eligible prompt line to confirm the next workday Doxlair expects to send.

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