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.

What Determines if the Task Runs

When setting a task schedule to Only on Change, that means that even though that task is set to run at a set day/time, it will only run if one of the following occurs:

• The date of the target file changed in Clarity since the last time it ran?

  • You can see that date on the Project Home page or

  • The Files tab for that file

    • If a link changes in the target file, that will not cause the task to run.

  • The task definition changes since the last time the task ran

  • For a Project Scope task, if any model in the project changes, that would trigger the task to run.

Note:

If you need this to run on a set day/time regardless of change, do not check Only on Change.

That means, that regardless of the server settings, the targets in this task will all run at the same time and in the order specified in the task setup. 

If you are running a sequence on multiple targets, this could cause issues with tasks failing due to timeout issues.

The task server that claims the sequence will do all of the tasks in the sequence, for all models, in one session.

Guidelines

• You cannot mix File scoped and Project scoped tasks.
• You cannot mix tasks from a Revit task server with tasks from a Windows task server, or the Task Sequence will never be claimed.
• It’s best to do the sequence either by model, or by similar task types.
  • For example, a sequence for the Arch model to run a pdf, dwg and navis task
    • Or
  • Several models to run the Revit DBX, Model Metrics and Performance Advisor tasks

The settings above the line, will override settings in the individual tasks:  target, priority, email notifications, enabled are replaced with the top configuration of the Task Sequence

With these exceptions

• For any configured Post Action on the individual task, you can set the Task Sequence to process the individual task actions
• And whether you want to continue if the task runs into an error.
• 

Task Sequence Order Example

Keep in mind the amount of time each task may take when adding tasks to the sequence to avoid timeouts

Worksets

Worksets are specified in the Task Sequence and override any settings in the individual tasks.

Depending on the type of task, you may be able to run the task with no worksets on.  If you want to specify worksets, select the .... , but keep in mind this may vary by target model if the sequence is running on multiple models.

Please refer to the following blog for more information

https://imaginit.helprace.com/i465-clarity-tasks-with-worksets-none

What Tasks by Task Server Type

To see which type of tasks are done by which task server, go to the Tasks tab, Task Server page and select each type of task server.

Custom tasks will vary depending on what you have created.

Clarity Windows Task Server

This task server is generally run as a service and unless it launches an Autodesk product, it uses the Authorization tied to the project in the Clarity Web interface.

If the task launches an Autodesk product, it uses the Identity signed into the product to access the files.

Clarity Revit Task Server

With the exception of the BIM360/ACC publish task which uses the Authorization tied to the project in the web portal, all other tasks use the Identity signed into the product to access the files.