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PDM Task List and How to Use It to Monitor Tasks

The SOLIDWORKS PDM Task List provides an overview of tasks run within the PDM system.  

 

The PDM Task List functionality: 

    • View scheduled and completed tasks 
    • Monitor task status 
    • Run a task on a single or batch of files 
    • Troubleshoot failed tasks/errors 
    • Manage the Task Queue to cancel, re-run, or delete tasks. 

 

The PDM Task List is accessed in the SOLIDWORKS PDM Administration tool > Tasks > Task List when logged in as a user with Administrative Permission > ‘Can view task list’ 

viewing solidworks pdm task list admin permission

Within the task list window, the Pending tasks: section will display tasks that are being executed or waiting to be executed. 

viewing pdm pending tasks

Right-clicking a pending task will display options to view Details, Suspend, Resume, or Cancel the task. 

viewing pdm task pop out details window

The Completed tasks: section displays tasks which have finished. Double-clicking a completed task will display the details of that task. 

viewing pdm completed tasks

The Options button will display options to customize which Successful tasks and Failed tasks to record and keep. 

viewing pdm task list options window

PDM tasks can be launched manually from within the Task List window by selecting Add Task. In the Add Task dialog, select which task to run from the ‘Select task to launch’ dropdown and the click OK. 

viewing pdm add task window

Click the Add Files… or Add Folder… buttons to add files/folders to have the task run on. 

viewing pdm select files and folders for convert window

Browse to the vault and select the files or folders and then click Open. 

viewing open folders pdm tasks window

The system will display a list of the selected files. More files can be added as needed by again selecting Add Files or Add Folder. Once you are finished, click OK to start running the task on the files. 

viewing pdm tasks confirm selected files

The Task List will display the progress in Pending tasks and then the completion status in Completed tasks. 

viewing pdm tasks admin window

For any tasks that are stuck or not executing, see our associated technical guide to learn How to Clear Pending Tasks in PDM.

 

For any failed tasks, see our associated technical guide to learn how to Troubleshooting PDM Tasks.

Technical Support

Get help from our team by Calling us at 800-364-1652 x 2. You can also get assistance by clicking the Technical Support button or the Email Our Experts button below. 

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