Tasks > Creating or Editing Tasks

Clicking the Add button in the action bar of the tasks view opens a side panel with a form for creating a new task. This panel consists of the following tabs:

The availability of these tabs depends on the connector type selected for the task. The Configuration tab presents both connection and configuration settings in a single unified view — connection parameters appear at the top, followed by connector-specific configuration settings. For container tasks, only the General, Info, Validators, and Trigger tabs are shown.

The Trigger tab allows configuring automated notifications — such as email notifications or webhook calls — that fire automatically when a defined task event occurs, such as a successful run or a failure.

To edit a task, first select it from the list and then click the Edit button.

To save the data, click Add (when creating) or Save changes (when editing). If any error occurs — for example, if a required field is not filled — a red toast notification is displayed with further information. Invalid input fields are marked with a red border and show a short error message below the field.

A list of the default tasks can be found here: Appendix II: List of Tasks for the Default Reports and Dashboards.