Adding Task Steps

Task steps (built from AutoMate's available actions) are the core of a task—they define the "work" the task will perform. When creating a managed task, the Task Administrator  is used to initially create and name a new task. Actions can then be added to this new task from the Task Builder. If creating an external task, you can go directly to the Task Builder (see Creating an External Task).

Once in the Task Builder, task construction can start by dragging the desired actions from the Available Actions pane onto the Steps pane (as shown below). Doing so will open a properties dialog box for that action where parameters and specifications can be defined. Each type of action has its own set of properties.

Along with properties exclusive to each action, there are default properties that are included in all actions separated by the following tabs.

 To add steps to a task:

  1. Open Task Builder in one of the following ways:

  2. In the Available Actions pane of the Task Builder window, find the first action you want to use. You can find an action by clicking the plus signs (+) on any of the categorized folders, or by entering the name of the action in the Search for action box at the bottom of the pane. When you use the Search for action box, the Actions list is filtered as you type to include only those actions that contain a match for the entered text (See Finding Actions for more details).

  3. Drag the action into the right pane or simply double-click the action. The properties dialog box for that action opens.

  4. Enter the properties for the task step and click OK. (For further information, go to Available Actions and follow the link for the specific action you are entering.)

  5. Repeat this process to add each additional step in sequence.

  6. If you want to enter comments for a step, select the step you want to comment, click the Add Comment button and type the comment. (Comments are displayed in red in the Steps pane. They are ignored at runtime.)

  7. If you need to change the sequence of the steps, select the step you want to move and use the arrow buttons on the toolbar to move it up or down.

  8. If you need to delete a step, right-click it, and select Delete.

  9. When you are finished adding steps, click Run to test the task. For information on debugging tasks, see Debugging Tasks Overview.

  10. When you are finished, click Save and then click the close box to close the task.

 

NOTE: You can also use the recorder wizard to automatically create steps by recording mouse and keyboard actions.

See Also

About Actions

Available Actions

Task Builder Quick Tour

Editing Task Steps

Testing Tasks

Copying and Importing Task Steps