Tasks overview

Tasks allows you to access all completed management tasks, filter results to view specific results or reports, and free space on your workstation by deleting old items.

Tasks will keep a history for the following task types:

• All reports - Permissions Matrix, External Sharing, Audit, etc.
• Security - Add Permission, Remove Permissions, Check Permissions, etc.
• Source Analysis - File share, SharePoint, and Microsoft 365.
• Migrations - Migration reports.
• Restructure - Promote reports.

Note: Tasks is not a live report. In order to make sure you are viewing the most up-to-date results, click Refresh .

For information on how to cancel a running task, see How do I cancel a running task?

Index

• How-to
• Column details
• Apply filters

How-to

To access your tasks, select Tasks from the menu.

Column details

Task - The name and location of the task performed.

Type - The type of task that was performed.

Details - The number of items processed and the number of successes, warnings, or errors.

Start Date/End Date - The date the task was started. The date the task was completed.

Session ID - The unique ID associated with the session.

Tip: Give our Support team the Session ID if you need to log an issue associated with that task.

Apply filters

Use filters to find specific tasks. The following filter options are available for you to choose from: 

• Task name - Contains, Does not contain.
• Task status - Completed, Canceled, In progress.
• Task type - A list of the task types in your environment.
• Source URL - Contains, Does not contain.
• Destination URL - Contains, Does not contain.
• Scheduled - Was scheduled, Was not scheduled.
• Start date - From and To date fields.

To apply filter(s):

1. Click  to display a dropdown menu.
2. Select the filter type you want to apply. 
3. Add your filter specifics. 
4. Click
5. Repeat steps (2) to (5) to add multiple filters.
6. To clear a filter, click