There are over 300 available actions that you can use to create the steps of your task. This may seem overwhelming to some individuals, specially new or novice users. Therefore, the Task Builder provides a variety of ways to assist in easily finding actions or activities you are searching for. In addition, it keeps track of a user's favorite, most often and most recently used actions and activities and places them in the My Actions panel for quick and easy access.
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.
Click the Search box at the top of the Available Actions pane, or press CTRL+ALT+F to place the cursor in the box.
Type all or part of the text you want to search for.
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.
To clear the search, click Cancel in the search box or press ESC.
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.
Right-click in the Available Actions pane and select Sort A to Z.
Right-click in the Available Actions pane and select Categories.
The My Actions view can be used to easily toggle through a list of the most often and most recently used actions and activities. A list of favorite actions can be added to this view as well.
From the Available Actions palette, right-click the action you wish to add to your favorites.
Select Add to Favorites.
Adding Task Steps
Available Actions Pane
Custom Step Description
Setting Action Properties