Organizing Tasks & Folders

Overview

An important part of using Task Administrator is for the purpose of creating new tasks and managing, deploying or manually running existing ones. Task Administrator displays a hierarchical structure of connections, folders, sub-folders and managed tasks, therefore, allowing you to effectively organize your library. For example, you can create your own visual hierarchy of folders to better organize tasks that have parent and child relationships. Keeping your tasks organized this way emulates the way databases operate and helps you to store and retrieve important data quickly and efficiently. In addition, you can bring instant order to your tasks and folders by changing how they are displayed, sequencing them to suit your needs or creating visual breaks for easy recognition.

When remote connection is established, Task Administrator displays folders and tasks that reside on a remote client (or Runtime component). This enables you to copy, move, rename or deploy tasks between local and remote connections.

NOTE: AutoMate supports creation/deletion of tasks and folders that reside on a remote AutoMate client (or Runtime) as long as remote connection has been properly established. See Remote Administration for more details.

Related Topics  

Creating & Deleting Managed Tasks & Folders

Task Administrator enables easy creation of new tasks and folder as well as easy removal of unwanted tasks or folders. When deleting any objects, for security purposes, a prompt will always appear confirming deletion.

To create a new task:

  1. Create or select the folder you wish to place the new task.

  2. Click the New button located on the top panel or right-click an empty space inside the folder and select New -> Managed Task. There are several ways to create a managed task:

To create a new folder:

  1. Find and click the folder in the console tree that you want to create a folder under. For example, if you are connected to the local Task Service and you want to create a sub-folder in the root task folder, click the Local Tasks folder.

  2. In the Top panel. click the New Folder  button or right-click anywhere inside the main panel and select New -> Folder from the context menu.

  3. Enter a name for the newly created folder.

To delete an existing task:

  1. Select the folder that contains the task(s) to delete.

  2. Right-click the task and select Delete from the context menu. To delete multiple tasks within a folder, hold down CTRL during selection to highlight each task, then right-click the highlighted tasks and select Delete.

  3. A dialog box will appear to confirm deletion (as shown below). Click Yes to delete the selected item(s). Click No to abort the operation.

  1. Another dialog box will appear to prompt whether to delete the original task file associated with the managed task (as shown below). The task file is located in your default managed tasks folder. In Windows Vista and newer operating systems, the path to the default managed tasks folder is

Select YES to remove the task file or No to leave the task file in the system.

To Delete an existing folder:

  1. Find and select the folder in the console tree you wish to delete. To choose multiple folders, hold down CTRL during selection.

  2. Right-click the folder(s) and select Delete from the context menu.

  3. If the folder(s) you wish to delete presently contains sub-folders, a dialog will appear informing you of this and prompting whether to continue with the operation (as shown below). Click Yes to continue.

  1. If the folder(s) you wish to delete contains managed tasks, a separate dialog will appear prompting whether to delete the original task files associated with them. Select YES to remove the task file or Cancel to leave the task file in the system.
  2. Click OK to complete the operation.

Cutting, Copying & Pasting Managed tasks & Folders

You can cut, copy and paste in Task Administrator to move items or copies of items to other locations. Using the cut, copy, and paste features allows you to organize the tasks and folders within your library quicker and easier. You can also use drag-and-drop to perform the same operations.

To move one or more tasks or Folders to another folder:

  1. Navigate to the folder that contains the task(s) or sub-folder(s) to move.

  2. Right-click the task(s)/sub-folder(s) and select Cut from the context menu. To select multiple tasks/sub-folders, hold down CTRL during selection.

  3. Right-click the folder you want the task(s)/sub-folders moved to and select Paste.

To copy one or more tasks to another folder:

  1. Navigate to the folder that contains the task(s) or sub-folder(s) to copy.

  2. Right-click the task(s)/sub-folder(s) and select Copy from the context menu. To select multiple tasks/sub-folders, hold down CTRL during selection.

  3. Right-click the folder you want the task(s)/sub-folder(s) copied to and select Paste.

Searching for Managed Tasks

The top right section of Task Administrator's main panel contains an intuitive search dialog that provides dynamic filtering, allowing you to enter all or part of a task's name and view only the ones that contain matching text. The list of tasks that appear are updated as you type.

To search for a task:

  1. In the side panel, select the folder or sub-folder in which tasks should be searched from. Click inside the search box.
  2. Type all or part of the task name you want to search for. The list of relevant tasks narrow as you type each letter.
  3. To clear the search, click the magnifier icon on the right side of the search box or press ESC.

Customizing Views and Groups

The Task Administrator's main panel is something that is constantly being used. Finding the display configuration that best suits your personal pattern of usage can make computing easier and more efficient. The contents of the Managed Tasks view can be customized in a number of ways. One way is by choosing how the list of tasks and folders will be represented or displayed. Another way is to choose how tasks and folders will be arranged. These settings can be customized via the Views and Groups options displayed below.

To modify the current view:

         Or

Available Views

The table below describes the various views.

View

Description

Tiles

The default view which uses large icons.

Icons

Uses smaller icons with the task/folder name shown directly below the icon.

List

Displays a simple list of available tasks and folders.

Details

Displays a list in a table format that includes various task and folder properties. Helpful for sorting.

 

NOTE: If the current view is set to Details, options to view, hide or re-size columns are available via a context menu that you can access by right-clicking any column header.

To enable/disable grouping of tasks and folders:

  1. Click the Down arrow next to the Groups button.
  2. Select the option Show in Groups. A check mark next to this option denotes that grouping is enabled.

To group tasks and folders based on a specific criteria:

  1. Click the Down arrow next to the Groups button.
  2. Select the available group options that appear on the list.

Available Grouping Methods

The table below describes the various grouping methods.

Grouping Method

Description

Name

Tasks and folders are grouped by their name.

Type

Tasks and folders are grouped by type (whether they are tasks or folders).

Enabled

Tasks are grouped by whether they are enabled or disabled.

Result

Tasks are grouped on their last execution results (whether completed successfully, failed or aborted).

Status

Tasks are grouped on their current status (whether in an idle or running state).