For the first tip we will look at Task Files, and how you can organise them for your business, and restrict task access as appropriate.

 

Background

EDT Tasks are stored as XML files, and optionally encrypted.

When you first begin to create tasks - you will see the task files within your EDT application folder - the file name being the same as your task name.

Once you build up quite a number of tasks - you will likely wish to organise them in a logical way.

 

There are two ways you can organise your task files.

 

Method 1/  Create sub directories within the EDT application folder - and move the relevant tasks to each folder

You can create a folder structure to any depth,  for example you might create an Accounts folder, with a subfolder Data Import and another sub folder Reports.

Simply move (do not copy) your task files into those new folders using Windows Explorer, click the Refresh task files icon in the EDT Ribbon - and you will see your tasks are now displayed in an Explorer style tree:

 

Note : The reason you should not duplicate/copy the same Task file is that each task file contains a unique Task ID - a system generated GUID - that you will see at the top of a task file should you open it in notepad for example.

 

Method 2/ Create an EDT Network share

From the EDT Ribbon - Global settings, you add multiple share location folders that can reside anywhere within your local network.

 

EDT will automatically display sub folders within a share location for you.

 

Control task access

To restrict task access - add User name or NT Group restrictions on the Task Configuration 'File & Sharing' tab.

 

We hope you find have found this tip useful, and would greatly value your thoughts,  if you could please add your comment below.

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