How to Create a New Automated Task

On the My Tasks tab of the New Task window, you can create your own tasks for your specific purposes.

  1. Click the Create… button. If you already created tasks on this tab, the name of the button should change to Create / Edit / View Tasks….

    Tip. You can also launch the Task Manager by selecting Tools>Task Manager….

  2. On the Task Manager toolbar, click the New button and enter a name for your task.

  3. In the left-hand pane of the Task settings, select one of the available steps. The selected step will be moved to the right-hand pane.

  4. Select desired options for each step.

    For detailed information about each step, see Task Steps.

    Note: Clicking the button removes a step from the task. Some of the steps are dependent on other steps and may not be removed separately. For example, when you remove an Analyze step, the corresponding Read step will also be removed.

  5. Once you have added all the steps and selected their options, click Finish.