Task Chains : Common Automation Tasks : Creating a Task Chain

Creating a Task Chain

When you create a task chain, you must configure it exactly as you want it the first time around. After you create the task chain, you cannot go back and modify it. Therefore, verify the recurrence and task configurations before you click the Create button.
If you want to make any changes to a task chain, you must create a new one.
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Select Tasks > Chains. The Task Chain Schedules page appears.
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Click the Create Chain button. The New Task Chain page appears.
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Next, enable the Delete project data option if you want the system to clear the information currently stored in the project and close open sessions before the system runs the task schedule.
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Finally, choose whether you want to run the schedule manually, now, or in the future. If you want to run the schedule in the future, choose whether you want to run the schedule once, daily, weekly, or monthly. After you choose the recurrence type, choose the time and date for the task schedule to follow.
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Now, you can create the task chain. Under Tasks and Configuration, click the Add Task dropdown and choose the task you want to add to the task chain. After you add a task, the task configuration page appears.
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Configure the options for the task. The options that you can configure depend on the task that you have selected in the task chain. Please visit the documentation for the task that you want to configure to learn more about the task options.
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