4.4.2 Creating a Scheduled Task
To scheduled a report or a Viewsheet, follow the steps below.
1. Click the Schedule tab in the Portal.
2. Click the 'New Task' button below the Schedule table. This creates a new task with the name 'Task1', and opens the Editor.

Using the tabs at the bottom of the Editor, you can specify when the task executes, what actions it performs, and additional options. See Schedule Conditions, Scheduler Actions, and Schedule Options for more information.
3. Click the 'Close' button to exit the Editor.

To modify an existing task, click the task's 'Edit' button in the 'Schedule' table. This opens the Editor as described above.

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