Strategy ONE

Create Planned Tasks

Starting in Strategy One (March 2025), you can create a planned task, which schedules the execution of Python scripts in Workstation. Planned tasks function similar to subscriptions, but instead of reports, the content is a Python script, and there is no recipient.

Prerequisites

  • You must have the following Client - Architect privileges:

    • Administer Planned Tasks: Create, edit, and delete your own planned tasks, as well as deactivate and delete tasks created by others

    • Monitor Planned Tasks: Monitor and view details of planned tasks

  • You must also have created a script and a schedule to use with the tasks.

Create a Planned Task

  1. Open the Workstation window and connect to an environment.
  2. In the Navigation pane, click , next to Planned Tasks.
  3. Specify the:
    • Content: The Python script to be executed
    • Tasks: The name of the task
    • Detail: Schedule details and script variable(s) if used in the underlying script

  4. Click Save.

You can also create a planned task in the Script Editor, by clicking Plan Execution.

After you create and save the planned task, you can access it from the Planned Tasks window. Right-click the task and select the appropriate option to:

  • Execute the task (Run Now)

  • Edit the task

  • View the task's Properties

  • Activate or Deactivate the task

  • Rename the task

  • Delete the task

In the Scripts window, a Planned column displays. Right-click in the Planned column of a script to view a list of planned tasks associated with the script and their status, as shown below: