Clarity Task Basics Setup-Above the Line

This blog is to cover the basic task setup Above the Line

When I say ‘above the line’ I am referring to the area shown below which is common to most tasks.

I am using a PDF task in this example, but this will apply to most Task types.

Above the Line

This is where you will set the basic settings of the task

1. Name

   1. The name of the task: I tend to name mine relevant to what type of task it is and how they are set up
      1. In the example above PDF is the type of task, E1 is the paper size, Low is the resolution and it has 2 post actions.

2. Scope

   1. There are different options depending on the task
      1. File: This will run against specific models
      2. Project: This will run against ALL models
         1. If Project scope is chosen, Revit will load each model defined in the project. If the defined View/Sheet set exists, the views will be exported to the PDF. All sheets are sorted at the end based on their sheet order parameter. The consolidated PDF is then delivered to the project Artifacts folder.
      3. Server: Can only be configured from the global Tasks setup page
         1. Model Upgrader or Revit Server Backup are examples of a Server Scope Task.

1. Project

   1. Which project is this task running on (if applicable)

2. Target

   1. If this task is set to File Scope, which Model(s) is it running against
   2. 
      1. Models tab, select the checkboxs of the models you want to run against
         1. 
      2. Advanced tab, use an expression, or enter the name of the model you want to run against.
         1. 

3. Priority

   1. What priority in the task queue is this task set to?
      1. 1 being highest, 10 being lowest.
      2. There are other factors that impact this, please refer to the following blog for additional information: https://imaginit.helprace.com/i538-clarity-task-processing-task-order-and-identity

1. Worksets

   1. You can be selective about worksets, although most chose ALL.
      1. 
   2. There are quite a few tasks that can be run with Worksets set to None to increase productivity, please refer to the following blog post: https://imaginit.helprace.com/i465-clarity-tasks-with-worksets-none
      1. Basic: Shows all worksets from all models that a Revit DBExport task has run on.
         1. 
      2. Advanced: Allows you to use Wildcards to filter worksets
         1. 
      3. Model Filter: Allows you to select the model, then check the worksets you want on for that model.
         1. 

1. Post Action

   1. There are multiple options here, we won’t go into depth on these settings in this blog post.
   2. You can have multiple post actions.
      1. If you have a Move post action, it must be the last post action.

2. Frequency

   1. On Demand: You must manually launch this task
   2. Scheduled: This task runs on a set schedule
   3. Immediate on Sync to Central
   4. Web Trigger: The task runs as defined in the Web Trigger

3. Schedule

   1. If the task is set to run on a schedule, what are the settings for that schedule
   2. It is important that you are aware that tasks will always run on the task equivalent time on the Server.
      1. In the upper right of the Tasks tab, you can see the Server Time Zone
      2. Next to the Task Time Schedule, you can see Your Time Zone
   3. Only on Change
   4. Please refer to the following blog post for additional information: https://imaginit.helprace.com/i740-clarity-task-schedule-only-on-change

4. Launchable

   1. Can this task be launched from the Clarity Client or from the Project Banner when you are on the Project Home Page
      1. 
   2. What are the Launchable Parameters if any
   3. Is an Admin required to launch the task.

5. Email Notifications

   1. Should email notifications be sent out when this task is run?

6. Enabled

   1. Enabled: The task will run on schedule, if set to No, it will not run on schedule and would have to be launched manually in order to run.