Scheduling Tasks

The Scheduler enables you to automatically refresh, publish, and push your charts according to a schedule. You can schedule tasks to run on a daily, weekly, or monthly basis, or on a given date.

There three types of tasks you can perform:

·         Refresh: A refresh task performs a data refresh on the selected project.

Note: You can schedule charts to be archived on a daily or weekly basis, or each time you refresh the data.

·         Publish: Each time you publish, OrgPlus saves all the publishing parameters. When you create a publish task, OrgPlus lets you pick from a list of previously published files. When the task is executed, the file is republished using the same parameters as when the file was originally published.

Note: An automated publishing task can include sending an e-mail (with the published material attached) to a group of users. See Using Groups for E-mail Distribution and Adding and Deleting Fields for more information on how to add an e-mail distribution field.

·         Push: Each time you push data, OrgPlus saves all the associated parameters. When you create a push task, OrgPlus lets you pick from a list of previous pushes. When the task is executed, an export file is generated and pushed using the same parameters that were using during the original push.

For more information, see:

Creating Tasks

Editing Tasks

Deleting Tasks

Checking Task