Excel
SkyTasks
Automate workflows, process file types like PDFs and Word documents, and streamline repetitive tasks with SkyTasks to boost productivity
How To Use SkyTasks
- Step 1: Click the “SkyTasks“ tool on the “SkySuite” ribbon
How to Create SkyTask:
- Step 1: Click “Create” to start a new SkyTask
- Step 2: Click “Create Action” to add a new action to the task
- Step 3: In the Smart Extract Action Form, enter a name for your action
- Step 4: Select one of the available extraction options
- Step 5: Choose the range where you want the extracted output to be inserted
- Step 6: If you choose Extract Custom Table, provide a description of what to extract in the Description field
- Step 7: In the Smart Extract Task, enter a name for your task in the Task Name field
- Step 8: Click “Save” to finalize and add the Smart Action to your task
How to Run SkyTask:
- Step 1: Navigate to the “SkyTasks” tool from the “SkySuite” ribbon after successfully creating a SkyTask
- Step 2: In the “SkyTasks” Window, select the SkyTask(s) you want to run. You can choose multiple tasks at once
- Step 3:
- 1. Click “Run” to execute the selected SkyTask(s).
- 2. A file dialog will prompt you to select the file source. Supported formats include Images, PDFs, Word documents, and PowerPoint files
- Step 4: Once started, you can monitor the task status in the Status column of the “SkyTasks” window. Possible statuses include:
- 1. Running: Task is in progressk(s).
- 2. Finished: Task completed successfully
- 3. Failed: Task did not complete. Hover over the status field for more details
Editing or Deleting a SkyTask:
- Delete a SkyTask:
- Edit a SkyTask:
