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A Task is a sequence of Presence Task Elements (or Nodes), designed to perform a specific business process. The following is a glance at what a simple Task looks like in the Presence Task Designer:


In the above example four Task Elements are used, specifically:

  • Start Of Task
    This denotes the entry point for the Task.
  • Get Customer List
    This runs a database query to retrieve a list of customers.
  • Send Email
    This sends an email to each of the customers returned from the previous Node.
  • End of Task
    This denotes the point at which the Task ends.

Collectively these Task Elements form a Task, and the purpose of that Task is the query a customers database and send out an email to each customer.

Example Tasks

There are a number of example Tasks preconfigured with Presence. To view them in the Administration Client, browse to the "Demo" category.

Creating a Task

To create a new Task in the Administration Client, first select the Category that the Task belongs to. Then either right click on the Category and select "Create New > Task" from the pop-up menu, or choose File > New > Task from the application menu. Note that you are unable to create new Tasks in the root (Presence) category.

Task Options

Task Name This is the name that you give to your Task. It should summarize the purpose of the Task (e.g. Find Outstanding Invoices).

Task Description This is a detailed description of the Task and its function.

Logging Options