Add a Task

1. With the Task list open in the main panel, click New on the DataSight Quick Access Toolbar. The task selection window will appear.
2. Type in a Description for the task. This will identify the task to everyone.
3. Use the Task Type drop down menu to select the task type. The Task Types possible are Import, Datasheet, Report, Chart, Calculation, WDTF Export, Email Document and DSApp Import.
4. Click the Active check box for the Task to become Active when saved.
5. Use the Task Group drop down menu to select the task group the Task belongs to.
6. Configure the Task Details according to its Task Type: Import, Datasheet, Chart, Report, WDTF Data Export, Calculation, Email Documents, Email Message, DSApp Import or Alarm.
7. Select the Task Recurrence. Specify the Start Date and Time and then choose from the options of Once, Minutely, Hourly, Daily, Weekly, Monthly or Yearly and multiples thereof.
8. (Optional) To add sub tasks, click Add Sub Tasks (See Add Sub Tasks for more details).
9. Click Save. The new task will be listed in the Task Main Panel.

Active tasks are indicated by green text and Inactive tasks are indicated by red text.

9. When on the Tasks list, click New from the Quick Access Toolbar to add more tasks. Repeat Steps 1 to 7.
10. Click Save in the Quick Access Toolbar to save the entire Task set, prior to closing the Tasks list.

Edit a Task

1. Double-click on a selected task row. You can also click on the Edit button against the desired task row. The specific task dialogue window appears.
2. Make any required changes.
3. (Optional as an Admin user) Click the delete button on the Run As User field to remove the saved user and allow the Task to be run with full Admin level permissions.
4. Click Save.
5. Remember to click Save in the Quick Access Toolbar to save the entire Task set, prior to closing the Tasks list.

Copy a Task

1. Click on a task you would like to make a copy of.
2. Click the Save As button from the Quick Access Toolbar. The selected task will be copied, with " - Copy" appended to the end of the Tasks name. The Task will also be opened for editing.
3. Make any required changes.
4. Click Save.
5. Remember to click Save in the Quick Access Toolbar to save the entire Task set, prior to closing the Tasks list.

Delete a Task

1. Click the check box in the Delete column of the task row to be deleted.
2. Click Save.
3. A dialogue box will prompt for confirmation of the record deletion. Click Yes, otherwise click Cancel.

View logs of the Scheduled Tasks

1. Success or Error status of a Task is displayed in the Status column against its task row.
2. Within the Active column, click on the + sign of the selected task row.
3. Log(s) of the scheduled task, and their success or otherwise will open.
4. Click on the - button to collapse the Log View.

Run a Task

If you wish to run a task immediately, right-click on the selected task and choose Run Task.

When the send email tick box is ticked, or an email task is selected, the Run Task function on the right click menu is disabled (greyed).

See also:

• Automatically Export Data
• Automatically Publish Charts
• Automatically Publish Reports
• Automatically Email Documents
• Automatically Email a Message
• Automatically Import DSApp Files