Quick Reference Common Activities

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
• Add an Advanced Task
• Configure a Synchronization Task

Edit a task

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

Task Elements

Export a task

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

Task Actions

Create a resource group

• Click RESOURCES > Groups and Permissions. Click Create Resource Group.

- or -

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

Resource and Windows User Groups

Add a resource to a resource group

1. From the top menu, select RESOURCES > Groups and Permissions.
2. Click the Resource Group more options icon and select Edit Resource Group .
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. Click OK.

Resource and Windows User Groups

Add multiple tasks to a resource group

1. Click TASKS. Use filters to limit the tasks in the list.
2. Click Bulk Actions > Add to resource group.
3. Select the resource group and click OK.
4. In the Members section, delete or promote members 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 Schedule Status

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 more options icon and select Clone.

Task Actions