Tasks: Overview
Tasks
Quick Summary: Track bulk uploads, exports, and other background work and find their results.
Overview
Use Tasks to review background work started from the portal. Newer tasks appear first. The list shows tasks you started. When your login has Task History for Other Users, it also includes tasks started by other users in your account.
Note: If you do not see Tasks, ask your company administrator to enable task-history access.
Track a task
- Select Tasks in the main menu.
- Find your task by name, user, or date.
- Check its Status and any progress percentage. Refresh the page to see newer status information.
- If the task provides a link, select its name to open the destination. For a completed export you started, select the download icon in the Status column.
Result: You can see whether the task is still running, completed, or needs attention. Import tasks that fail validation link to the upload record so you can review the errors.
Task list
| Column | Description |
|---|---|
| Create Date | When the task record was created |
| Task | Task name. The name links to the related page when one is available |
| User | The user who started the task |
| Status | Current status. A progress percentage appears when the task provides one |
The list is a snapshot from when the page loaded. Refresh it to check for a newer status.
Filters and search
Select Filter to choose one or more values from these filter groups:
| Filter | Options |
|---|---|
| Status | Not Started, In Progress, Completed, Failed, Valid, Invalid, Saving, Saved, Cancelled |
| Import | Order Bulk Upload, Order Bulk Update, Workshop Bulk Upload, RMA Bulk Upload, Products Bulk Upload, Products Bulk Update, Custom Values Upload, Group Items Bulk Upload, ASN Items Bulk Upload |
| Export | Sales Order Line, Sales Order Header, Tracking, Return Order Line, Return Order Header, Return Item, Product, Group Item, Packaging, ASN, Work Order |
| Other | Other |
Use the Create date picker to limit the list to a date range. Use the search bar to find tasks by task name or user. The import, export, and other filters offer common task types. The list can still include other task types available to your account.
Statuses
| Status | Meaning |
|---|---|
| Pending | The task is queued and has not started. The Status filter labels this state Not Started |
| In progress | The task is running |
| Completed | The task finished successfully |
| Failed | The task stopped because of an error |
| Valid | An import passed validation |
| Invalid | An import has data errors |
| Saving | A validated import is being saved |
| Saved | Import data was saved |
| Cancelled | The task stopped before completion, including after a requested export stop |
Downloads
When one of your export tasks completes while the portal is open, a file-download notification starts the browser download. If the portal is open in several tabs, only one tab downloads the file. Open the notification and select View, or use the task row to download the file again.
Only the user who started an export can download it. If another user's export appears in your task list, you can see its status but no download icon appears.
While an export that supports stopping is running, its notification shows Stop export. Select it to request a stop after the current work finishes. The button changes to Stop requested, and the task status becomes Cancelled when the export stops.
Task types
Task names identify the operation. The client task list shows these import, export, and other task names:
Import tasks
| Task | Started by |
|---|---|
| Order Bulk Upload | Uploading orders |
| Order Bulk Update | Updating orders in bulk |
| Workshop Bulk Upload | Uploading workshop orders |
| RMA Bulk Upload | Uploading RMA return orders |
| Products Bulk Upload | Uploading products |
| Products Bulk Update | Updating products in bulk |
| Custom Values Upload | Uploading customs values |
| Group Items Bulk Upload | Uploading group items |
| ASN Items Bulk Upload | Uploading ASN items |
Export tasks
| Task | Started by |
|---|---|
| Sales Order Line | Exporting order lines |
| Sales Order Header | Exporting order headers |
| Tracking | Exporting tracking data |
| Return Order Line | Exporting return order lines |
| Return Order Header | Exporting return order headers |
| Return Item | Exporting return items |
| Product | Exporting products |
| Group Item | Exporting group items |
| Packaging | Exporting packaging |
| ASN | Exporting ASNs |
| Work Order | Exporting work orders |
Other tasks
| Task | Started by |
|---|---|
| Other | A client operation classified as Other |
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Tasks is not visible | Task-history access is not enabled | Ask your company administrator to enable task-history access |
| Tasks started by other users are missing | Your login does not have task-history access for other users | Ask your company administrator to review your task-history permission |
| A task has no link | The operation has no related page, or the export belongs to another user | Use the status and task name to identify the result. Contact your Account Manager if you need help |
| An import is Invalid | The uploaded data has errors | Open the linked upload record, correct the data, and upload it again |
| A task is Failed | Processing stopped because of an error | Review any linked record or file-download notification. If no details appear, contact your Account Manager with the task name and Create Date |
| An export did not download | Another user started it, another tab downloaded it, or the browser blocked it | Only the task owner can download it. Check the notification or the task row, then review your browser download settings |
| The status did not change | The task list does not refresh automatically | Refresh the page and check again |