Accessing Task Builder

Overview

Task Builder can be accessed a number of ways. When creating or editing a managed task, Task Builder is opened from Task Administrator. When creating or editing an unmanaged task, you are working only with the task steps. No other properties (for example, triggers, logon, priority properties) will be associated with the task. In this circumstance, Task Builder can be opened directly without the need to open Task Administrator or it can be invoked by opening a task (.aml) file.

To access the Task Builder from the Task Administrator

• If editing an existing managed task, right-click the task you wish to edit and select Edit Steps from the shortcut menu.
• If creating a new managed task, see the following topics:
  • Creating a Task with Add Managed Task Wizard
  • Creating a Task Without the Add Managed Task Wizard

To access the Task Builder from the Windows Start Menu

1. Click the Windows Start button.
2. Navigate to Programs or All Programs > Automate > Automate Desktop Task Builder.

To access the Task Builder by way of its executable file

1. Navigate to C:\Program Files\Automate Desktop 2024.
2. Double-click on the AMTB.exe file.

To access the Task Builder by way of a task file

Navigate to and double-click the task file you wish to edit (must have a .aml extension).

To open an existing task in the Task Builder

1. In the Task Builder ribbon, click the File > Open

2. Navigate to and select the task file you wish to open. This creates a new in the Steps panel of Task Builder.

To create a new unmanaged task in the Task Builder

In the Task Builder ribbon, click the File > New. This creates a new in the Steps panel of Task Builder.

To close the Task Builder

On the ribbon, Select File and choose one of the following:

1. Close - Closes the current task (if more than one task is open in Task Builder).

2. Close All - Closes all tasks that are open in Task Builder.

To close a task in the Task Builder

In the Steps panel, click the X located on the right side of the tab that corresponds to the task you wish to close.

To close all tasks in the Task Builder

On the Task Builder ribbon, Select File > Close All.