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Create a Task Group

You can create a task group to group multiple tasks together. For more information, see Task Groups.

To create a task group, complete the following steps.

  1. Open the TASKS tab, and use the filters to list the tasks that you want to group.
  2. Click Bulk Actions > Create Task Group. The Add new task group dialog displays.
  3. Input the the following task group details:

Task Group Field

Description

Friendly Name

Name that appears in the list of task groups

Description

Optional

Members - Tasks tab

If you created the task group from the SETTINGS > Task Group page, initially the group has no members. Click Add Tasks, select tasks, and click OK.

If you created the task group using Bulk Actions, the group contains all the tasks in the list at that time.

To remove a task from the group, click the red X.

Members - Tabs for member types:

  • Hosts
  • Scripts
  • SSH Keys
  • SSL Certs
  • PGP Keys

 

In each tab:

Assigned members - You can add members of that type to the task group. Click the tab and click Add <member type>.

Referenced members: In each tab, items of that type that are associated with the tasks in the group are listed in dimmed font. For example, if a task has a source or destination that uses a specific host, the host is a referenced member. Referenced members provide read-only access to task elements.

To promote a referenced member to an assigned member, click icon_promote.

4. Click Add Task Group. The Added Task Group <group name> message displays.

The task group is created.