Automations

Run a Task

Run a Task once on demand, or set up a schedule to run it on a recurring cadence.

Open the run form

There are two ways to start a Task Run.

From the Task page

Open the Automator app, click into the Task you want to run, and look in the top-right corner of the Task page.

Task detail page with Overview tab selected and Run and New Schedule buttons highlighted in the top-right corner
The Task page exposes both Run and New Schedule actions in the top-right corner.
  • Click Run to launch a one-time Task Run on demand.
  • Click New Schedule to set up a recurring Task Run.

From the quick-action menu

Click the lightning bolt icon in the left sidebar to open the Start something new menu, then select Run an Automation.

Start something new panel with Run an Automation highlighted
Run a Task from the quick-action menu.

A Select Task picker opens. Search for and pick the Task you want to run.

Select Task picker showing search results for Bastion EASM Flow Tasks
Search for and pick a Task to run.

This opens the same on-demand run form as the Task page’s Run button. The quick-action menu is for on-demand runs only — to set up a schedule, open the Task page and use New Schedule instead.

Configure the run

Both the on-demand and recurring forms share the same set of fields at the top.

Create Task Run form with Environment, Configuration, Target Objects, task parameter fields, and Jackal Selection sections
The Create Task Run form. The fields above the run button are shared with the schedule form.
  • Environment: The Environment to run the Task in. Configurations are scoped to a single Environment, so changing this resets the rest of the form.
  • Configuration: A Configuration (or “Config”) is a reusable bundle of parameter values, Target Objects, and Jackal selection for this Task. Pick an existing Config card to reuse its values, or click Create New to start from scratch.
  • Configuration Name: A label for this Config so you can pick it up again later.
  • Target Objects: The input Objects the Task should run against. Toggle between Use Existing Set to pull from a saved Object Set or Select Target Objects to pick Objects ad-hoc.
  • Task parameters: Any Input Parameters declared on the Task render here as inline fields. The exact set varies from Task to Task. Required parameters are marked with a red asterisk.
  • Jackal Selection: Where the Task runs. Pick Cloud Jackal to use Method’s infrastructure, Deployed Jackal to run on any of your installed Jackals, or pick a specific Jackal by name.

Run on demand

When the form is filled in, click Launch in the bottom-right corner. The Task starts immediately and the new run appears under the Task’s Runs tab.

Schedule a recurring run

Clicking New Schedule on the Task page opens a form with the same shared fields, plus a scheduling block at the bottom. The form’s title is Create Automation, but the result is a recurring Task Run scoped to this Task.

Create Automation form showing Environment, Configuration, Target Objects, parameter fields, and Jackal Selection
The schedule form shares its top half with the on-demand run form.

After filling in the shared fields, configure the cadence.

  • Run Every: How often the schedule should fire.
  • Run on Days of Week: The days the schedule is allowed to run. Toggle each day on or off.
  • Set Deny Slot times where this Automation should not run: Time windows during which the schedule should not run, even if the cadence and day-of-week match. Pick a Preset or set custom Start and End times, then choose a Timezone. Use + Add Window to add multiple deny ranges. The preview timeline shows green bars where the schedule is allowed to run; gaps are deny windows.
  • Schedule Enabled: Toggle on or off to enable or disable the schedule without deleting it.
Schedule form showing Run Every dropdown, Run on Days of Week toggles, Deny Slot windows with timezone and preview timeline, and Schedule Enabled toggle
The cadence, day-of-week, deny-slot, and Schedule Enabled controls on the schedule form.

Click Create Automation in the bottom-right to save the schedule. It will appear under the Task’s Schedules tab.

You can create multiple schedules per Task. Keep each one focused on a specific set of Target Objects so it’s easier to track over time.