Finding & Organizing Actions

There are over 300 available actions and activities that you can use to create the steps of your task. This may sound overwhelming to some individuals, therefore, Task Builder provides a number of different features to help you quickly find the action or activity you need.

Search Feature

The Available Actions Search function provides dynamic filtering that allows you to enter all or part of an action name and view only actions that contain matching text. The list is updated as you type.

To search for an action:

  1. Click the Search box at the top of the Available Actions pane, or press CTRL+ALT+F to place the cursor in the box.

  2. Type all or part of the text you want to search for.

  3. To select from the filtered list, you can press the up or down arrow keys and then press ENTER when the action is selected, or you can click and drag the desired action.

  4. To clear the search, click Cancel in the search box or press ESC.

Modifying Available Actions View

By default, actions in the Available Actions pane are categorized in folders arranged in a logical sequence. Alternately they can be viewed with all actions listed alphabetically or with folders listed in ascending or descending alphabetical order.

To change the sort order of the available actions folders:

To display actions without the folders they reside in:

Favorites, Recent and Popular

The My Actions View can be used to easily toggle through a list of the most used and most recently used actions and activities. In addition, you can create a list of your most favorite actions.

To add an action to your Favorites list:

  1. From the Available Actions palette, right-click the action you wish to add to your favorites.

  2. Select Add to Favorites.

See Also

Adding Task Steps

Available Actions Pane