Task management

Overview

Use tasks to save and reuse configurations for database tools like data transfer or import/export. Tasks help you automate routine actions and run them with one click. You can create tasks from tool wizards or from the main menu, group them in folders, and manage them in a dedicated view.

Database Tasks view

All your tasks are stored in the Database Tasks view. Use it to review, organize, and run tasks when you need them.

From this view, you can:

• Add, edit, or delete tasks.
• See task information.
• Run tasks manually.
• Schedule tasks.

To open it:

• Go to Database -> Tasks -> Database Tasks,
• Or click Open Tasks view () from the task creation wizard.

Toolbar actions

The toolbar includes quick-access buttons:

Icon	Name	Description
	Open scheduler	Configure time-based task runs.
	Refresh	Reload the task list.
	Group by category	Toggle grouping by category (Common/Database-specific).
	Group by type	Toggle grouping by type (Export, Import, etc.).
	Run task	Start the selected task manually.
	View menu	Open options to create a new task, add a folder, or delete items.

Tip

You can also right-click a task in the list to access these actions.

Context menu actions

Right-click any task in the Database Tasks view to access task actions:

Action	Description
Run task	Execute the selected task immediately.
Edit task	Open the task editor.
Create new task...	Open the task creation wizard.
Copy	Copy task name to clipboard.
Delete	Remove the selected task.
Create new task folder	Create a folder to organize tasks.
Rename folder	Rename a selected folder.
Scheduler	Access task scheduling settings.
Group tasks by category	Enable grouping by user-defined categories.
Group tasks by type	Enable grouping by task type.
Copy	Copy task info to clipboard.
Configure columns	Choose which columns to display in the view.
Auto-size columns	Adjust column widths to fit content.

Create tasks

You can create a new task from:

• Database Tasks view: Go to Database -> Tasks -> Database Tasks
• Menu bar: Go to Database -> Tasks -> Create New Task

• Toolbar: click arrow next to Open Tasks view () and choose Create new task.

  Note

  The toolbar is customizable. For further information, refer to Toolbar Customization article.

• Database Navigator: Right-click a database object, then select Tools -> Create new task

• Properties editor: Right-click a database object, then choose Tools -> Create new task

Alternatively, you can save tasks directly from tools like Data Transfer, Data Compare, Back up and Restore, Mock Data generator. Just configure the tool, click Save task, fill in the task details, and save.

Task setup

1. Open the task creation wizard.

   

2. Fill in the task properties and choose the tool you want to automate:

   Field	Description
   Name	Enter a unique name for the task.
   Description	(Optional) Add a short description to help identify the task later.
   Task folder	(Optional) Select a folder to organize tasks.
   Task type	Choose the tool you want to automate. Select from the list of task types:
   	Common: Available for any database type.
   	Database-specific: Available only for supported database types.
   Max execution time (in seconds)	(Optional) Set a time limit for task execution. Default is 300.

   Note

   The list of available task types depends on the databases listed in Database Navigator. Database-specific tasks only appear if their corresponding database (like PostgreSQL, MySQL, etc.) is present.

3. Click Next.

4. Complete the task-specific configuration wizard.
5. Save the task when you're done.

Manage tasks

To manage tasks open the Database Tasks view.

Add, edit, or delete tasks

You can manage tasks using the toolbar or by right-clicking a task in the Database Tasks view.

Available actions:

Action	How to use it
Add	Click the View Menu button () in the view's toolbar and select Create new task..., or right-click to open the context menu and choose Create new task...
Edit	Select a task, then right-click and choose Edit task
Delete	Select a task, then right-click and choose Delete

Warning

Deleted tasks can’t be restored.

Run a task

1. Select a task in the Database Tasks view.
2. Right-click it to open the context menu.
3. Click Run task.
   • Alternatively, use Run task button () on the view’s toolbar.

Adjusting task configurations

The process of editing a task is similar to the process of creating a task.

By double-clicking on a task or right-click and choose Edit task, the task edit wizard will be opened. In this wizard, you can:

• Change the task properties.
• Change the file format, either output for an export task or input for an import task.
• Alter the set of objects for data transfer.
• Adjust any export/import configuration.

After modifying the task settings, click the Save task button. This button is located on the left side of the task configuration wizard.

Scheduling tasks

You can schedule tasks for later/regular execution. See the Task Scheduler article.

Customize the Database Tasks view

You can personalize how tasks are displayed in the Database Tasks view. Group them by type or category, and choose which columns are visible.

Group tasks

To organize your task list:

1. Right-click anywhere in the task list
2. Select Group tasks by category or Group tasks by type from the context menu

Tip

You can enable both grouping options at the same time.

Configure columns

To show or hide columns:

1. Right-click anywhere in the task list
2. Click Configure columns

3. Select the columns to show or hide

   

Folders

You can organize tasks into folders. To create one:

1. Right-click in the Database Tasks view and select Create new task folder.
2. Enter a unique name and choose a project.

Move tasks between folders

You can:

• Open a task for editing, click Back, and change the folder.
• Drag and drop tasks between folders directly in the view.

Delete a folder

To remove a folder, right-click it and select Delete.

Warning

All tasks inside will also be deleted. Deleted tasks can’t be restored.