How do I setup and use Default Tasks in CRD?

Default tasks are custom tasks which can be reused each time you create a schedule (without having to create the same custom task over and over again). This is how to set them up

Options - Default Tasks

  • Go to Options.
Crystal Reports: CRD Home Menu.
  • Select Default Tasks.
Crystal Reports: Defaults Tasks in Options in CRD.

Default tasks are custom tasks which can be reused each time you create a schedule (without having to create the same custom task over and over again).

You can use the Default Tasks tab to create and store a copy of those most used custom tasks for easy insertion into schedules.

Creating a Default Task

To create a default task, perform the following:

  • From the list of custom tasks, select the one you want to use. Then, drag and drop it into the list.
Crystal Reports: Defaults Tasks in Options in CRD.
  • This will pop up a window that will allow you to set up the default custom task.
The picture shown below may differ from the pop-up window you see. This window varies based on the type of custom task you select.
Crystal Reports: Pause Tasks in CRD.
  • Once you have created the default task, it will display in the Custom Tasks window. Click Apply.
Crystal Reports: Defaults Tasks in Options in CRD.

Importing a Default Task into a Schedule

To import a default task, perform the following:

Navigate to the Tasks tab of the schedule you wish to add the default task to.

This can be done by right-clicking the schedule, selecting Properties, and then clicking Tasks.
  • Click Import.
Crystal Repoerts: Custom Tasks Wizard in Single Report Schedule Properties in CRD.
  • From the context menu, select Default Task.
Crystal Reports: Custom Tasks in Single Report Schedule Properties in CRD.
  • From the list that displays, click on the default task you would like to add to this schedule. Then, click OK.
You can create additional default tasks in this window as well.
Crystal Reports: Default Tasks in CRD.
  • The default task will now be added to the schedule as a custom task. Click Apply.

How to Create a Task List

Task Lists are a great way to import multiple task groups into a schedule. To create a Task List, perform the following:

  • On the Default Tasks tab of the Options window, select Export.
Crystal Reports: Defaults Tasks in Options in CRD.
  • Enter a name for this task list. Then, click OK.
Crystal Report: Task list pop up in CRD.
  • If the default task list was created successfully, you will see a success message. Click OK.
Crystal Reports: Task list saved successfully pop-up in CRD.
  • The Task list is now saved and can be imported into a schedule.

Importing a Default Task List

To import a default task list, perform the following:

  • Navigate to the Custom Tasks tab of the schedule you wish to add the default task to.
This can be done by right-clicking the schedule, selecting Properties, and then clicking Tasks.
  • Click Import.
  • Click Import Task List.
Crystal Reports: Defaults Tasks in Options in CRD.
  • From the list that appears, click the task list you wish to import for this schedule. Then, click Select.
Crystal Repoerts: Task List Manager in CRD.
  • All tasks associated with that task list will now be added to the schedule. Click Apply.