Task Builder

The Task Builder (shown below) is an intuitive visual project designer that allows you to easily construct, combine and examine predefined actions that an AutoMate task should carry out when it is executed. A task can be composed of a single action or hundreds of actions, depending on what it is designed to perform. When constructing projects with the Task Builder, everything is visual, therefore, you can implement simple tasks within minutes and construct complex projects, that may involve multiple actions.

Sections of the Task Builder

The AutoMate Task Builder's layout is similar to the Task Administrator in that it includes three main window panes (as shown above) along with a Ribbon that can be fully customized.

Available Actions Pane

The Available Actions pane encompasses all of the actions available in AutoMate used to construct the steps of a task. Actions are assembled visually by dragging them from the Available Actions pane onto the Steps pane or by simply double-clicking the desired action. To provide an easy way to search for actions, the foot of the Available Actions pane contains a search box which provides dynamic filtering, allowing entry of part or all of an action's name and view only actions that contain matching text. The list is updated as each character is typed.


Actions are typically categorized into expandable folders arranged in a logical sequence. Alternately, they can be viewed with all actions listed individually (without the folders they normally reside in) in alphabetical order. For more information regarding how to customize the Available Actions pane, see Customizing the Available Actions Pane. The Available Actions pane also contains a My Actions panel allowing you to create a list of your most favorite actions. It also remembers the most recently used actions are well as the most frequently used ones.

Steps Pane

The Steps pane displays the actions selected from the Available Actions pane that will be carried out when the task is performed. When an action is dragged from the Available Actions pane into the Steps pane, the properties dialog box for the selected action opens and settings can be viewed, set or modified for the task step. The action and its properties are then displayed in the Steps pane. When the task runs (either automatically with the use of a trigger or manually run by the user), the steps of the task are executed in a sequential order. Many options and adjustments can be performed on any action once they are added to the steps pane. For more details, see Editing Task Steps.


Multiple tasks can be opened within the same Task Builder interface at the same time. When more than one task is open, tabs are created at the bottom of the Steps pane representing each task. Each tab is labeled with the name of the corresponding task. The steps of the desired task can be viewed by simply selecting the proper tab. When a task is selected, the Steps pane becomes populated with steps of that task and the Status bar and Debug pane show data for that task.

Debug Pane

The Debug pane supplies a wealth of information about a task as it executes. Its purpose is to assist a developer during task construction to properly monitor and examine a running task and more importantly, to diagnose a task that generates an error or is generally not running properly. This is an excellent way to test newly created tasks before they are put into production.

The Debug pane contains eight views which are separated by tabs. Various options are available and vary depending on which Debug view (tab) is currently focused. For more details regarding each debug tab, see About the Debug Window.


Situated directly below the Debug pane is the Status Bar which displays real-time progress and detailed information regarding the running task, which can be very helpful and convenient during testing periods.

See Also

Adding Task Steps

Editing Task Steps

Printing or Sending Task Steps

Searching Within Tasks