Add/Edit Task Group

Tasks must exist in MOVEit Automation before you can add them to a task group.

From the TASKS page, using Bulk Actions:

All of the tasks that are listed on the TASKS page (including multiple pages) are included in the group. Before you create a group or add to an existing group, use the filters to choose the tasks to include or add to the group.

Create a task group: On the TASKS page, use filters to select the tasks. Click Bulk Actions > Create task group. The Add new task group dialog box opens.
Add tasks to a task group: On the TASKS page, use filters to select tasks. Click Bulk Actions > Add to task group. Select the group and click OK. The Edit task group dialog box opens.

From the SETTINGS > Task Groups page

Create a task group: Click Add Task Group. The Add new task group dialog box opens. Click Add Tasks, select the tasks, and click OK.
Add tasks to a task group: Click a task group name. The properties page opens. Click Edit. Make changes in the Edit task group dialog box.

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 .

To remove a task group:

Click SETTINGS > Task Groups. Select a task group and click Remove.