---
title: 16.2 Schedule a New Activity (Wizard)
description: "Step 1 — When. Set the date, time, and time zone, or use a quick preset (In 1 hour, Tomorrow 9:00 AM, Next Monday 9:00 AM). Click Next."
url: "https://peikly.com/docs/schedule-a-new-activity-wizard/"
updated: "2026-10-10"
category: Scheduler
tags:
  - Manual sync
---

# 16.2 Schedule a New Activity (Wizard)

1. Click **Schedule something**.
2. **Step 1 — When.** Set the date, time, and time zone, or use a quick preset (**In 1 hour**, **Tomorrow 9:00 AM**, **Next Monday 9:00 AM**). Click **Next**.
3. **Step 2 — Type.** Pick an activity type from the card grid. Cards are grouped: **Messaging** (WhatsApp/Email template or broadcast), **Social** (Instagram/Facebook/Pinterest), **Automation** (Run Workflow), and **Follow-up** (**Reminder**). Types your plan or permissions don't include are not shown. Click **Next**.
4. **Step 3 — Details.** The fields depend on the type:
   - **WhatsApp / Email template message:** choose the **Recipient** from the contact dropdown (search by name). To send to someone who isn't a contact, tick **enter a phone number / email address manually** and type it. Then choose the **Template**; if it has dynamic parameters, fill them in.
   - **Reminder:** choose the contact the reminder is about, and a title.
   - **Broadcasts, social posts, Run Workflow:** choose the specific item to schedule from the type-specific picker (which draft broadcast, which workflow, etc.).
   - Set the **Title** and optional **Summary** for the calendar entry.
5. **Step 4 — Review.** Check the summary of what will happen and when, then click **Save Scheduled Activity**.

**What happens:** A confirmation shows *"Scheduled activity saved successfully."* and the item appears on the calendar.

> WhatsApp/Email template messages and Reminders scheduled against a contact also show in that contact's **Reminders & Tasks** panel — see [5.11 Contact Reminders & Follow-up Tasks](/docs/contact-reminders-follow-up-tasks/).