Skip to main content


Create a sync task

For more information, see Sync tasks.


Although all three stages of a sync task are optional, you will typically at least enable Collect and Execute. Only unusual situations require disabling either of these stages.

  1. Go to Scheduler > Overview.

  2. Click Add.

  3. Select sync for the Type.

  4. Enter a Name.

  5. Click Save.

  6. In the Collect pane, click Add. Select the relevant System to collect data from when this task is executed.

    1. Optional: Repeat step (6) to collect data from additional systems.

  7. In the Evaluate pane, select one of your existing Notification templates in the Send Evaluation Report Using Template dropdown.

  8. In the Execute pane, click Add. Select the relevant Job to include in the task.

    1. Optional: Repeat step (8) to add additional jobs to this sync task.

  9. Click Save.

  10. Go to the Schedule tab to set up a Scheduled run, then click Save. Or, perform a Manual run.