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Tasks

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Overview

A task is creates output from a source (which you defined in your sources). Tasks are organized by Project.

Create a Task

  1. Select “Projects” from the top navigator.
  2. Select a project from the left pane for which you would like to add a task.
  3. In the middle pane, click on the “+” button to create a new task.
  4. Enter the name for the task.
  5. Enter an optional description in the Task Description field.
  6. Select the source for the task.
  7. Enter any required fields for the Task (indicated by red labels).
  8. Enter any other fields and/or options that you would like to change.
  9. Click on the Save button at the top of the form to create the Task.

Run a Task

  1. Select “Projects” from the top navigator.
  2. Select a project from the left pane
  3. that contains the task you would like to run.
  4. Click on the run icon to run the job.  Run API Task  This will execute the task, connect to the service API and download the data to the files format you defined in the task set-up.  During the run, you ‘ll see each step for the task in a log window.  Use this window to troubleshoot any issues.

Task Execution Log

This log shows you all logged events from running tasks, whether they were invoked manually or by schedule.

  • Click the    “Refresh” icon to reload the log
  • Click the   “Delete Log Entries” button to delete all logs.

Edit a Task

  1. Select “Projects” from the top navigator.
  2. Select a project from the left pane
  3. that contains the task you would like to edit.
  4. Click on the task you would like to change by clicking on the task name link.
  5. Click on the “Edit” button.
  6. Make the changes required.
  7. Click “Save” to update the task.

Duplicate a Task

  1. Select “Projects” from the top navigator.
  2. Select a project from the left pane
  3. that contains the task you would like to clone.
  4. Click on the task you would like to clone by clicking on the task name link.
  5. Click on the “Clone” button. A new copy of the task will be created in the task list.  The name of the new task will be prefixed with the words “Clone of”.
  6. Click “Edit” to change the name of the new task and make any other changes for your collection.
  7. Click “Save” to update the project.

Delete a Task

  1. Select “Projects” from the top navigator.
  2. Select a project from the left pane that contains the task you would like to delete.
  3. Click on the task you would like to delete by clicking on the task name link.
  4. Click “Delete” to remove the task.
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