Create a Session
Sessions are a series of Tasks that are completed in sequence. These Tasks include opening Data Stores (loading the data), running Rules or Actions, or committing data to a Data Store (writing the data to a specified place).
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In the folder structure on the Session tab, click the Add button
and name your Session. -
Click New to add a Task, selecting whichever Task Type you need from the list. This will often begin with the Open Data Task which will give other Tasks in the Session access to the specified Data Store.
A basic Session would include the following Tasks, in order: Open Data, Check Rules, Apply Action, Commit, Pause. These would enable the Data Store for use in the Session, run Rules against the data, apply Actions against the data, and then write the data back to the original Data Store.
Pause Tasks are used to stop a Session from progressing without further manual input. This is usually to keep a Session "open" allowing the reports and other features to be accessed before the Session is closed.
They can also be used to create checkpoints where the data can be assessed before continuing the Session, or to be able to set "checkpoints" to fix any possible errors without restarting the entire Session.
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Each Task is configured when it is created but can be reconfigured later on. This includes advanced features such as Rules filtering and Record Replay.
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Continue to add new Tasks to include all the steps your Session needs to take.
Tasks can be moved by clicking and dragging them into the position in the Session needed or by clicking Up 
and Down 
on a selected Task. This can be done to unprocessed Tasks even when a Session is paused.
The Session is now set up and ready to be run.
