A task is used to exchange files between multiple systems using multiple protocols, and process files with built-in functions and custom scripts. Tasks define how, where, and when data is transmitted or manipulated.

Types of tasks:

  • Traditional tasks pull files from sources and push them to destinations according to schedules, and can use processes to run scripts.

    For more information, see Configuring a Traditional Task.

  • Advanced tasks pull files from sources and push them to destinations according to schedules, and can use processes to run scripts. They can also provide conditional processing (IF), and include task loops (FOR).

    For more information, see Configuring an Advanced Task.

  • Synchronization tasks replicate the contents of two folders, in one-way or two-way directions. Options control whether deletions and extra files are permitted.

    For more information, see Configuring a Synchronization Task.

What comprises a task?

In the table, an asterisk ( * ) indicates that the element can be used in that task type. For more information, click the links in the table.

Task Elements

Traditional

Advanced

Sync

Steps

Source

*

*

Process

*

*

Destination

*

*

File Loop

*

Conditional Branch (if)

*

Update Original (rename or delete)

*

Send Email

*

Run Task

*

Next Actions

Next Action - Send Email

*

*

Next Action - Run Task

*

*

Schedule

Add/Edit Task Schedule

*

*

*

Define Sync Folders

Define Folder A, Define Folder B

*

The TASKS page lists the tasks and provides access to the task-related functions.

  • Bulk Actions

    Bulk actions occur on all tasks that are listed on the TASKS page (including multiple pages). Before you perform a bulk action, use the filters to limit the list of tasks to those on which you want to perform the bulk action.

    For more information, see Bulk Actions.

  • Add Task

    Add a new traditional, advanced, or synchronized task. For more information, see Add Task

The individual taskname page details the task elements and provides access to task editing options.

  • Actions dropdown for actions to perform on the individual task, such as Run Now, Delete the task, Export. Available options correspond to the type of task and the task schedule status. For more information, see Task Actions.
  • Add or edit one or more of the following elements; Step, Schedule, Next Action.