Tags:
• Project Owner

In this article

1. Scheduler Overview
2. Create a Task
3. View All Tasks
4. Notifications

For projects that are regularly updated—especially those connected to frequently refreshed data sources—Harmoni makes it simple to automate both updating and publishing. You can schedule tasks to refresh your data sources and publish your project at the times that work best for you.

1. Scheduler Overview

In the action pane, below the search and design menus, there are two options for managing project tasks. After you create a project, you can access these options:

• Create a task
• View all tasks

• In edit mode, click create a task from the action pane
• Fill in the required fields and click SAVE
• Click view all tasks to access all previously created tasks

Scheduler is controlled by a personalization key, so you may not see these options available in Harmoni. Please contact support@infotools.com if you are interested to create project tasks.

2. Create a Task

Selecting Create a Task opens the task panel. The task panel has all the options for creating a scheduled task:

1. View All Tasks
2. Task Status: Task is on hold/Schedule to run
3. Title
4. Action: Update or Publish
5. Run this task: At a specific time
6. Run this task: Depending on other tasks
7. Save/Cancel

1. View All Tasks

Access the list of tasks available for the project.

2. Task Status: Task is on hold/Schedule to run 

When you first create a task, the Task is on hold. If you need the task to be active immediately, click the toggle to switch to Schedule to run. 

If you find you need to pause the task, you don't need to delete it, put it on hold, ready to use again at another time.

3. Title

Create a title for the task. You can edit the name after saving if needed.

4. Action: Update or Publish

Select the required action:

• Update: refresh the project data
• Publish: publish the project at a preset time

You must ensure that the project is not in edit mode at the time the task is scheduled to start.

5. Run this task: At a specific time

To run a task at a specific time, options are available to specify the start and finish time.

Start Time

• Enter the start time and date by clicking the calendar icon.
• If you enter a start time that is later than the finish time, both boxes will highlight in red.
• Recurring: Select the periodicity requirement.

Finish

• Enter the end date and time for the task. The default setting is 24 hours after the current time.
• Tick No End Date if you don't want an end date for the task.

6. Run this task: Depending on other tasks

You can set a task to run that depends on the completion of other tasks.

Use the drop down arrow to select from your list of tasks.

Note: If you create a publish task and there are other co-owners of the project, they will not see your publish tasks.

7. Save/Cancel

Click SAVE to save the task.

• Once you have filled in all the required information, the SAVE button changes to a teal color.
• Ensure you click SAVE before closing the task pane.
• If you click out of the task pane prior to saving, the task pane closes and it will not be saved.
• Use Cancel to close the task without saving.

3. View All Tasks

Once tasks are created for a story, you can access the tasks via the View All Tasks option. Select View All Tasks from a story tile's three-dot menu to open the task list. The following options are available:

1. Task Status
2. Upcoming Tasks
3. Running Tasks
4. Tasks On Hold
5. Finished Tasks
6. Edit Task/Run Task
7. View History
8. Task Dependency Type
9. Create a Task

1. Task Status

Tasks are grouped into four categories:

Use the check boxes to control which category you see.

2. Upcoming Tasks

All reports that are scheduled to run display in the Upcoming Tasks group.

3. Running Tasks

If you open the Task panel at the time a task is occurring, you will see the task in progress.

4. Tasks On Hold

You can switch the status of the task to On Hold so that it will not run until you are ready.

You can click Run Now to run it manually or Edit Task to schedule future events.

5. Finished Tasks

A task that is completed and will not run again displays in Finished Tasks.

The following settings define finished:

• The report has run and the recurrence is One-off.
• The Finish date for the report has passed.
• If the task is dependent on another, it will display in finished once the parent task is finished.

6. Edit Task/Run Task

Edit Task

• Click the Edit Task button to access the task details and make any required changes.
• To save any changes you make, the project must be in Edit mode. If you know you need to update some tasks, click Edit mode before selecting view all tasks.
• The option to delete a task is available when you view the task details. 

Run Now

• If you decide you need the process the task right away, use the Run Now option.
• The Run Now option is also available after clicking EDIT TASK. You cannot be in edit mode to run a task.

7. View History

Click View History to see the history of all actions completed for the task.

8. Task Dependency Type

Tasks can be:

• Task dependent
• Time dependent

Harmoni displays a symbol in the top right corner of each task to indicate what activates the task.

When an export is set to one-off, no symbol displays.

9. Create a Task

Click Create a Task to access the task panel and create a new task. The Create a Task option is only available if the project is in edit mode.

4. Notifications

After a task is completed, Harmoni sends you a notification. You can access the information in the notifications panel. 

• Click the notification alert in the top left of the Harmoni screen.
• The first notification indicates the task is completed and you can view the task details.
• The second notification lets you know the project is updated or published and you can load the project from this notification.

• Click the profile icon to open the notification panel
• View the completed task notification
• Load the project from the notification

Where to from here?

Learn more about Harmoni:

• Creating Harmoni Stories
• Finding Your Way Around Stories
• Drag and drop to create an analysis