> For the complete documentation index, see [llms.txt](https://docs.mydbsync.com/cloud-workflow/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/task.md).

# Task

Create a process and embed workflows

## How to use the task feature in DBSync Cloud Workflow <a href="#howtousethetaskfeatureindbsynccloudworkflow" id="howtousethetaskfeatureindbsynccloudworkflow"></a>

A task is a container that holds a collection of workflows. You can schedule tasks to run at regular intervals or trigger them manually, enabling automated data integrations across your systems.

### Before you begin <a href="#beforeyoubegin" id="beforeyoubegin"></a>

* Confirm you have access to the DBSync Cloud Workflow project where you want to create a task.
* Verify you have the appropriate permissions to create and configure tasks in that project.

### Navigate to your project <a href="#step1navigatetoyourproject" id="step1navigatetoyourproject"></a>

{% stepper %}
{% step %}
Open the **Project** tab and select the project where you want to create a task.
{% endstep %}

{% step %}
DBSync Cloud Workflow redirects you to the **Automation** tab.<br>
{% endstep %}
{% endstepper %}

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FsirTgEpiJ4YKXwzOwGDF%2Fimage.png?alt=media&amp;token=f03fae10-e28d-4e9e-9a7d-12353576b980" alt=""><figcaption></figcaption></figure></div>

> **About the Automation tab:** The Automation tab lists every automated workflow in a project. The **Task** tab, by contrast, shows only tasks that you or another user triggers manually.

### Create a task <a href="#step2createatask" id="step2createatask"></a>

{% stepper %}
{% step %}
In the **Automation** tab, click **Create**.
{% endstep %}

{% step %}
Enter a unique name that describes the task's purpose, then press **Enter**.
{% endstep %}

{% step %}
Click **Select Automation Agent** and select **Integration Bot**.
{% endstep %}
{% endstepper %}

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FAl9tmxAMWQg1lTtgOaSq%2Fimage.png?alt=media&amp;token=64f67721-ec81-4d43-87f8-df357edcac96" alt=""><figcaption></figcaption></figure></div>

### Configure the task workflow <a href="#step4configurethetaskworkflow" id="step4configurethetaskworkflow"></a>

{% stepper %}
{% step %}
Click **Configure** on the task. DBSync Cloud Workflow opens the Flow Builder.
{% endstep %}

{% step %}
Add components such as flows, queries, and variables using the drag-and-drop interface to build your workflow.
{% endstep %}
{% endstepper %}

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2F1tCG8usllkds99xT23Rl%2F24.JPG?alt=media&amp;token=ed79d2b6-6300-4206-9231-21406e32ffaf" alt=""><figcaption><p>Task Workflow</p></figcaption></figure></div>

### Set up triggers and conditions (optional) <a href="#step5setuptriggersandconditionsoptional" id="step5setuptriggersandconditionsoptional"></a>

* **Triggers:** Define triggers if the task must start based on a schedule or a specific event.
* **Conditions:** Add conditional logic to control when the task executes based on defined criteria.

### Run and save the task <a href="#step6runandsavethetask" id="step6runandsavethetask"></a>

{% stepper %}
{% step %}
Click the **Run** icon ![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FIgrQVhHkYK7TVYMMKveW%2Fimage.png?alt=media\&token=d0d4d66b-7f93-4380-bec2-71c9bf409553) to execute the task.
{% endstep %}

{% step %}
Save the task configuration so it's available for future executions and scheduling.
{% endstep %}
{% endstepper %}

### Monitor task execution <a href="#step7monitortaskexecution" id="step7monitortaskexecution"></a>

{% stepper %}
{% step %}
After the task runs, review the execution logs to confirm it completed without errors.
{% endstep %}

{% step %}
If you find errors or warnings in the logs, return to the task configuration to adjust the settings or components.
{% endstep %}
{% endstepper %}

> **Tip:** Review the execution logs regularly to catch errors before they affect your integration workflows.

<details>

<summary>Frequently Asked Questions (FAQ)</summary>

#### 1. How do I reconnect a disconnected task?

If a task becomes disconnected, navigate to the task configuration and reassign the appropriate agent or bot. Ensure all connections and settings are correctly configured before saving and running the task again.

#### 2. Can I schedule tasks to run at specific intervals?

Yes, you can schedule tasks to run at specific intervals by defining triggers and schedules within the task configuration. This allows for automated execution based on your defined criteria.

#### 3. How can I monitor the execution of my tasks?

You can monitor task execution through logs in the DBSync Cloud Workflow interface. These logs provide detailed information about execution status, errors, and warnings.

#### 4. What should I do if a task fails to execute?

If a task fails to execute, review the logs to identify the error. Modify the task configuration as needed to address the issue and re-run the task. Regular testing and monitoring help prevent execution failures.

</details>

### Related resources <a href="#relatedresources" id="relatedresources"></a>

* [DBSync Cloud Workflow overview](https://www.mydbsync.com/product/cloud-workflow) — Learn about the platform's capabilities and features.
