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# Creating a New Task

You can either create a new task by:

|  | From the Task Manager, expanding King Task Centre > Tasks, then either

|  | Right-clicking in the Items List and selecting New Task

|  | Right-clicking on Tasks and selecting New Task

|  | If a task folder structure is in place, you can either create the task directly in the folder (expand the folder in the Task Manager first), or in the Tasks folder and move it after creation.

The Task Dialog opens.

## Considerations

What do I want the task to do?

|  | What are the objectives of the task?

It may help to start with the end result of the task and work backwards, for example, I need to email a monthly list of completed orders to my manager.

|  | What external systems do we need to connect to?

Taking the example above, we would need a connection to the orders database(s) and a connection to the email server.

Do I have the appropriate licensed tools available to do the task?

King Task Centre is delivered with a set of standard tools — see About King Task Centre Tools. If the required tool is not available to you, it is recommended you upgrade your installation of King Task Centre to the latest version (if the tool is available there). Else, contact your business partner or account manager for the options available to you.

Do I have a free task available to create the task?

Each installation of King Task Centre is licensed for a fixed number of tasks — see Licensing King Task Centre.

If you do not have a spare task to use, you can either delete an unused task, or contact your business partner or account manager to purchase additional task licenses.

Should I run the task manually or automatically?

To run a task manually, you do the following:

1. Log into King Task Centre.
2. From the Task Manager, expand the Tasks folder structure and locate the relevant task.
3. Right-click on the required task, and select Queue Now.

If required, you can set permissions on the task folder for who can and cannot run contained tasks — see About Folder Permissions.

Alternatively, you can use the following methods to automatically run a task:

|  | Use the Schedule tool to execute tasks at a specific date and time — see About the Schedule Tool

|  | Use other Event tools to trigger a task to run — see About Event Tools

Event tools monitor for a specific action, such as a database record amendment or file movement within a monitored directory. When such an action is detected, they (typically via the event tools' agent) initiate a task run, populating any specified variables with task data that other steps can use.

What folder shall I create the task in or is a new folder required?

You can locate all tasks in the provided Tasks parent folder in the Task Manager. However, if there are a large number of tasks, this can make management difficult.

Use task folders to group your tasks according to function, your organisational structure, or any criteria you want. If using the Call Task tool (see About the Call Task Tool ), you can also group tasks according to King Task Centre user permissions.

Task Practises to Avoid

The following recommendations are made about task practises to avoid:

|  | Do not create tasks that contain multiple Event steps (see Tools and Steps) that initiate different parts of the task flow

|  | Do not create tasks that contain multiple unconnected task flows

|  | Do not create tasks that daisy-chain unrelated activities from a single event, such as a single Schedule step initiating tasks involving unrelated information, people, or systems

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