Create a task

1. Click TASKS.
2. Click Add Task. Provide a friendly name and select the task type. Click Add Task.

• Configure a Traditional Task
• Configure an Advanced Task
• Configure a Synchronization Task

Edit a task

1. Click TASKS. Click the task name.
2. Add Steps, Actions, or a Schedule.

Task Elements

Export a task

1. Click TASKS. Click the task name.
2. Select Actions > Export.

Task Actions

Create a task group

• Click SETTINGS > Task Groups. Click Add Task Group.

- or -

• Click TASKS. Filter the list to show only the tasks you want in the group. Click Bulk Actions > Create Task Group.

Task Groups

Add a task or other member to a task group

1. From the top menu, select SETTINGS > Task Groups. Click the name of the task group.
2. Click Edit. The Edit task group dialog box opens.
3. In the Members section, select the tab for the member type and click +Add member type.
4. The Browse member type dialog box opens. Make selections. To select multiple items, hold the Ctrl key while selecting. Click OK.

Task Groups

Add multiple tasks to a task group

1. Click TASKS. Use filters to limit the tasks that appear in the list.
2. Click Bulk Actions > Add to task group.
3. Select the task group and click OK.
4. In the Members section, select tabs and delete or promote as needed.

Bulk Actions

Enable or disable a task

A disabled task cannot be run by the scheduler, even if the task has a schedule.

1. Click TASKS. Click the task name.
2. Click the Enable Task button to toggle ON (Enabled) or OFF (Disabled)

Task State

Delete a task

Click TASKS, Click a task name. Click Actions > Delete.

Task Actions

Clone a task

1. Click TASKS and click the task name.
2. Select Actions > Clone. The clone is named OriginalTaskName Clone.

Task Actions

Clone a source, destination, process, schedule, or next action

1. Click TASKS and click the task name.
2. In the row for the element that you want to clone, click the gear icon and select Clone.

Task Actions