A new task is created by selecting the "New Task" button. Tasks are displayed in the section shown below. The list in this section can be sorted and filtered to make finding a specific task easier.

This is the primary location to manage the entire task list. It lays out both the history of checksets run as well as any checksets scheduled to run. The table identifies:

• Status of the task: Completed, Running, Paused, etc.
• The task Name
• Models associated with the task
• The Schedule status
• The Last Run date/time of this task
• The Next Run date/time of this task

In addition, each task has a series of Actions.

• Edit This action edits an existing task
• Duplicate This action will duplicate an existing task and schedule
• Remove This will delete an exsting task from the list
• Run Now This will immediately kick off a model run for the selected task

A new task is created by clicking "New Task". The following options need to be set when creating a new task.

Create a Task Name

Provide a name for the task to be displayed on the Task list.

Select "Next" to continue to the next step.

Select Models

Navigate through your BIM 360 Docs or Autodesk Construction Cloud projects to select the models associated with the task. Click the icon next to the individual models or folders containing the models to add them to the Task. Note that only models in the same project can be in a single task. Permission to folders must be set, at a minimum, to "View+Download" level in BIM 360 Docs and Autodesk Docs.

Select "Next" to continue to the next step.

Select a Checkset

Select checksets available in the Public Library or upload a custom checkset XML to run in this task.

Select "Next" to continue to the next step.

Define a Trigger

Triggers are used to let the service know when to start a model check. Using the dropdown menu, select a Trigger. There are three options:

Select "Next" to continue to the next step.

• Once Now will begin a one-time model task
• Once Later will schedule a one-time model task to run at a designated time and date
• Recurrence will allow you to schedule task to run on a reoccuring schedule (e.g. weekly on Tuesdays at noon)

Select "Next" to continue to the next step.

Options

In the “Options” step, you can enable the following:

• Revit Version Select the version used for the models, as some checks may only be able to run on a specific version of Revit
• Export the report to Excel XLSX format Choose this option if you are planning to use the model check results in Power BI or another data analytics dashboard. A list of elements can be generated on a separate worksheet and all reports can be combined into a single XLSX file
• Export the report in HTML format Choose this option if you want to view the results in a browser
• Export Location Save the export files to the same location as the model, the same subfolder as the model, or a single location for all exports. For a single location, permission to the folder must be set, at a minimum, to "View+Download+Upload" level in BIM 360 Docs and "View+Download+Publish markups+Upload" level in Autodesk Docs.
• Export File Naming Overwrite existing files at the destination with the same name or append a time stamp to the file names.

Select "Next" to continue to the next step.

Summary

Double check the information in the “Summary” step to ensure the task is set up properly. Select “Save and Run” to complete the configuration.