TECH SUPPORT

Default Tasks

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Default tasks are custom tasks which can be reused each time you create a schedule (without having to create the same custom task over and over again).

You can use the Default Tasks tab to create and store a copy of those most used custom tasks for easy insertion into schedules.

 

 

Creating a Default Task

To create a default task, perform the following:

1. From the list of custom tasks, select the one you want to use. Then, drag and drop it into the list.

 

 

2. This will pop up a window that will allow you to set up the default custom task. 

Note: For more information on what the various custom tasks do and how to set them up, click here.

Note: The picture shown below may differ from the pop-up window you see. This window varies based on the type of custom task you select.

 

 

3. Once you have created the default task, it will display in the Custom Tasks window. Click Apply at the bottom of the Options window to save the settings.

 


Importing a Default Task into a Schedule


To import a default task, perform the following:

1. Navigate to the Custom Tasks tab of the schedule you wish to add the default task to. 

Note: This can be done by right-clicking the schedule, selecting Properties, and then clicking Custom Tasks.

 

 

2. Click the green import button.

 

 

3. From the context menu, select Default Task.

 

 

4. From the list that displays, click on the default task you would like to add to this schedule. Then, click OK.

Note: You can create additional default tasks in this window as well.

 

 

5. The default task will now be added to the schedule as a custom task. Click Apply in the lower right corner of the Schedule Properties window.

 

How to Create a Task List


Task Lists are a great way to import multiple task groups into a schedule. To create a Task List, perform the following:

1. On the Default Tasks tab of the Options window, select the red export button.

 

 

2. Enter a name for this task list. Then, click OK.

 

 

3. If the default task list was created successfully, you will see a success message. Click OK.

 

 

The Task list is now saved and can be imported into a schedule.

 

Importing a Default Task List

To import a default task list, perform the following:

1. Navigate to the Custom Tasks tab of the schedule you wish to add the default task to.

Note: This can be done by right-clicking the schedule, selecting Properties, and then clicking Custom Tasks.

 

2. Click the green import button (as pictured above for inserting a default task).

 

3. Click Import Task List.

 

 

4. From the list that appears, click the task list you wish to import for this schedule. Then, click Select

 

 

5. All tasks associated with that task list will now be added to the schedule. Click Apply at the bottom of the Schedule Properties window.

 

Congratulations! You have successfully set up your Default Tasks. Now, let's discuss setting up your Default Parameters.

 

 

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