How to manage tasks

This document provides a step-by-step guide on how to create, edit, run, schedule, disable, enable, and view the details of tasks in Task Manager.

Path to access

1. On senhasegura, in the upper-left corner, click the Grid Menu, represented by the nine squares, and select Task Manager.
2. In the side menu, select Tasks.

Create a task

Requirements

• Being included in an access group. For more information, access the document on How to manage access groups.

To create a task in Task Manager, follow the steps below:

1. In the upper-right corner of the Tasks screen, click the View actions menu, represented by the three vertical dots icon, and select New.

2. On the Task screen, navigate through the following tabs:

   1. Main information tab:

      1. Task identification name*: enter a human-readable name to identify the task created.
      2. Environment*: click the downward arrow to select the environment where the task will be executed.
      3. System*: click the downward arrow to select the system where the task will be executed.
      4. Tags: enter keywords to help identify and filter the task.
      5. Plugin: click the downward arrow to select the task’s executor plugin.
      6. Select template to use*: click the downward arrow to select the template to run the task.
      7. New variable +: click the plus icon to add one or more variables. After clicking the plus icon, enter an identifier and a value for the variable. Click the trash can icon to remove the added variable.
      8. Use a registered credential to access all devices: check the checkbox to define that a registered credential is used to authenticate to the device where the task will be executed.
      9. Access credential registered in the system: this field is enabled when checking the checkbox above. Use the downward arrow to select one of the registered credentials.
      10. Use own credential to connect: check the checkbox to use your own credential to authenticate to the device where the task will be executed.
      11. Credential username: unchecking the Use a registered credential to access all devices field enables this field. Use it to enter a credential that is not registered in senhasegura.

   2. Devices for execution tab:

      1. Devices +: click the plus icon to open the Devices screen and associate one or more devices with the created task.
      2. Click Add to proceed with adding the devices or Cancel to quit the action. Click the trash can icon to remove an added device.
   Info

   The items with an asterisk are mandatory.

3. Click Save.

Edit a task

Requirements

• A task registered in Task Manager. For more information, access the Create a task section of this document.

To edit a task registered in Task Manager, follow the steps below:

1. In the list displayed on the Tasks screen, identify the task you want to edit or use the filters to search for it.
2. In the Action column, click Edit, represented by the paper and pencil icon.
3. On the Task screen, make the necessary changes.
4. Click Save.

A pop-up window with the message “Success. Data saved successfully!” confirms the action.

5. Click the X icon in the upper-right corner of the screen to close it.

Run a task

Requirements

• A task registered in Task Manager. For more information, access the Create a task section of this document.
• A device associated with the task.

To run a task registered in Task Manager, follow the steps below:

1. In the list displayed on the Tasks screen, identify the task you want to run or use the filters to search for it.
2. In the Action column, click the three vertical dots icon and select Run task, represented by the play icon.
3. On the Run task screen:
   1. Reason: click the downward arrow to select one of the registered reasons.
   2. Governance Code: enter the governance code.
   3. Reason: enter a descriptive text with the reason for running the task.

4. Click Run task.

Schedule a task

Requirements

• A task registered in Task Manager. For more information, access the Create a task section of this document.

To schedule the execution of a task registered in Task Manager, follow the steps below:

1. In the list displayed on the Tasks screen, identify the task you want to schedule or use the filters to search for it.
2. In the Action column, click the three vertical dots icon and select Schedules, represented by the clock icon.
3. On the Schedules screen, in the bottom-right corner, click Schedule running.
4. On the Schedule task screen:
   1. Reason: click the downward arrow to select one of the registered reasons.
   2. Governance Code: enter the governance code.
   3. Justification: enter a descriptive text with the reason for scheduling the task.
   4. Days for execution: check the checkboxes to select the days you want the task execution to occur.
   5. Periods for execution: check the checkboxes to select the periods of the day you want the task execution to occur.
   6. Minimum interval between runs: define the minimum interval between executions. In the first field, enter a number between 0 and 60, and in the second field, click the downward arrow to select Minutes, Hours, Days, or Months.

5. Click Save.

Disable a task

Requirements

• An active task registered in Task Manager. For more information, access the Create a task section of this document.

To disable a task registered in Task Manager, follow the steps below:

1. In the list displayed on the Tasks screen, identify the task you want to disable or use the filters to search for it.

2. In the Action column, click the three vertical dots icon and select Disable, represented by the trash can icon.

3. In the Confirmation pop-up window, you’ll view a message similar to the one below:
   “Are you sure you want to inactivate the record: [task name]?”

4. Click Yes to confirm.
   The pop-up message “Success. Task disabled successfully” confirms the action.

5. Click the X icon in the upper-right corner to close the window.

Enable a task

Requirements

• A disabled task registered in Task Manager. For more information, access the Disable a task section of this document.

To enable a task registered in Task Manager, follow the steps below:

1. On the Tasks screen, locate the Enabled filter among the search fields and select No.

2. Click Filter.

3. From the list of disabled tasks, identify the task you want to enable or use the filters to search for it.

4. In the Action column, click the three vertical dots icon and select Enable, represented by the check icon.

5. In the Confirmation pop-up window, you’ll view a message similar to the one below:
   “Are you sure you want to enable the record: [task name]?”

6. Click Yes to confirm.
   The pop-up message “Success. Task successfully activated” confirms the action.

7. Click the X icon in the upper-right corner to close the window.

View task details

Requirements

• A task registered in Task Manager. For more information, access the Create a task section of this document.

To view the details of a task registered in Task Manager, follow the steps below:

1. In the list displayed on the Tasks screen, identify the task you want to view or use the filters to search for it.
2. In the Action column, click the three vertical dots icon and select Executions, represented by the three horizontal bars icon.
3. On the Executions screen, view a report with the following task details: ID, Total, Processed, Error, Status, Requester, Request date, Environment, System, Tags, Execution type, and Action column.
   1. In the Action column, click View operations, represented by the three horizontal bars icon.
   2. On the Operations screen, view a report with the following operation details of the selected task: ID, Task name, Environment, System, Tags, Device, Status, Result, and Action column.
      1. Identify the operation whose details you want to view, and in the Action column, click View details, represented by the magnifying glass icon.
      2. On the Operation details screen, view all the details regarding the operation, such as its credential and device, Requester, Request date, Scheduling date, Operation, and Status. Also view the details regarding the attempt to execute the operation such as Template, Version, Start, End, a message informing if the operation execution was successful, and Logs.

Next

How to manage access groups
How to manage requests
How to manage approvals

Do you still have questions? Reach out to the senhasegura Community.