How do I setup and use Default Tasks in SQL-RD?

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.
SSRS. SQL-RD Home Menu
  • Select Default Tasks.
SSRS. Default Tasks in Options section in SQL-RD

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.
SSRS. Default Tasks in Options section in SQL-RD
  • 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.
SSRS. Pause Task for Report Schedules in SQL-RD
  • Once you have created the default task, it will display in the Custom Tasks window. Click Apply.
SSRS. Default Tasks in Options section in SQL-RD

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.
SSRS. Tasks Wizard in a Report Schedule Properties in SQL-RD
  • From the context menu, select Default Task.
SSRS. Tasks Wizard in a Report Schedule Properties in SQL-RD
  • 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.
SSRS. Default Tasks Wizard in SQL-RD
  • 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.
SSRS. Default Tasks in Options section in SQL-RD
  • Enter a name for this task list. Then, click OK.
SSRS. SQL-RD: Entering a task
  • If the default task list was created successfully, you will see a success message. Click OK.
SSRS. Task lives saves successfully pop up in SQL-RD
  • 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.
SSRS. Custom Tasks Wizard in Report Schedule in SQL-RD
  • From the list that appears, click the task list you wish to import for this schedule. Then, click Select.
SSRS. Task List Manager in SQL-RD
  • All tasks associated with that task list will now be added to the schedule. Click Apply.