Tasks

The Tasks page displays various attributes about the tasks contained in your repository. It is useful for viewing important task details, such as name, repository location, creation date, last modified date, last run date and result of last run. You can sort the list of tasks based on a specific attribute or apply filters to narrow the list based on certain qualifying criteria. The Tasks page also contains preferences for managing and monitoring tasks, such as the option to disable, enable or immediately run one or more tasks.

Getting there: In the navigation pane, clicktap Tasks under the Automate menu.

Things to Know and Do

  • The total number of records appear on the title bar. This number may be dependent on any filter applied. For more details, see Sorting & Filtering Tasks.

  • ClickTap Refresh The Refresh button. to refresh the information in the display.

  • If records span multiple pages, click the next or previous arrow to navigate to the next/previous page. To jump directly to a specific page, click the page number down arrow and select the desired page from the drop-down list.

  • ClickTap Print The Print Jobs button. to view the list in HTML format. You can then enter (Ctrl+A) to select all records, (Ctrl+C) to perform a copy, and paste the data into any spreadsheet.  

    NOTE: You may have to disable pop-up blockers in your browser to view the list.

  • To display only certain tasks that belong to a specific folder or sub-folder, click the down arrow and drill down to the desired folder.

  • Use the Search... dialog to enter all or part of a keyword associated to a task and view only those records with keywords that contain matching text. Found tasks may be dependent on any search filter applied. For more details, see Sorting & Filtering Tasks.

Actions to Perform on Individual Tasks

ClickTap Show Actions The Show Actions button. for the desired task entry to display a menu of actions for monitoring and managing it.

Individual task actions are described below:

  • Disable/Enable - Disables or enables the task. For more details, see Disabling/Enabling Tasks.
  • Run Now - Immediately runs the task. For more details, see Running Tasks.
  • History - Displays execution history of the task. For more details, see Task History.
  • Where Used - Shows the workflows that use the task. For more details, see Task Where Used.
  • Close - Closes the actions menu.

Actions to Perform on Multiple Tasks

For convenience, certain actions can be performed sequentially on multiple tasks, such as Enable, Disable and Run Now. Click the checkbox located at the very left of each entry you wish to perform the action on. To select all entries, click the top-most Select All checkbox. The total number of selected items and available options will appear in the title bar.

 

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