Feature: Add a new task definition to the platform.
Use: Create a task definition to add a task that does not fit into the current mix of task types. This is an essential feature if you're onboarding a new account or expanding current operations.
Prerequisites
Know how to use the task definition manager.
Opening the task definition manager
Go to the side menu.
Expand the Tasks folder.
Click Task Definition Manager.
Go to the centre window and click the plus (+) icon. A popup window displays.
Tip Click the eye icon under the Task Types heading to show or hide inactive definitions.
Creating a task definition
For an existing operation
Go to the popup window.
Click the Operation and select an option.
Type a new task type into the Task field.
Click Create.
For a new operation
Click the Operation field.
Click the blank field and enter a new Operation label.
Hit Enter.
Type a new task type into the Task field.
Click Create.
Adding elements
Add at least one element. It is not possible to create a task with a task definition with no elements. Learn more about task definition elements.
Customizing the task definition
Use the tools at the top of the template page to configure task definition settings (e.g. auto clear, permissions, and asset pre-load). You can also record a task and add a section. Learn more about task definition custom settings.
