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Intelligent Data Insight

Intelligent Data Insight

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Visual Modeling
Task Management
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Task Management

Overview

Task management refers to users viewing, operating, and managing configurations for visual modeling tasks. In the visual modeling task overview section, users can view an overview of all visual modeling tasks within the project, including task status statistics and the task list. In the details section of a visual modeling task, users can view detailed configuration information for the visual modeling task, including basic information, processing flow, input & output table data preview, and run records.

Task Overview

On the task overview page, users can view all visual modeling tasks within the project and search for tasks by task name, input, output, or creator. Clicking the visual modeling task name allows navigation to the task's details page.
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Task status statistics

The status of the most recent run record by business date for each task is displayed. Clicking a card filters by that status. Definitions of each status:

  • Run succeeded: Success—all outputs succeeded
  • Run failed: Failure, terminated—there are failed or terminated outputs
  • Running: Waiting for scheduling, waiting for upstream dependencies to complete, synchronizing—there are outputs being executed and no failed outputs
  • Other: Tasks that have not been run or do not have a clear run status

Task list

  • Search: Supports searching for tasks by task name, input, output, or creator.

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  • Filter
    • Run type: All / Manual run / Scheduled run
    • Creator: Everyone / Only mine
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  • Sort: Supports sorting by most recent run time in ascending or descending order.

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  • Actions
    • Run: Select the outputs and business date for the task, and run the task in batch.
    • Run records: Navigate to the run records tab on the task details page
    • Edit: Enter the edit page for the task
    • Delete: Move to the recycle bin; will be permanently deleted after 15 days

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Task actions - run

Supports manually triggering or backtracking task runs within a specific interval. Select the objects to run and choose the business execution time, then click Confirm.
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Task operations - run records

Click Run Records to navigate to the task details page and view the run records for the task.
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Task operations - edit

Click the Edit button to navigate to the task editing page.
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Task operations - delete

Users can quickly delete tasks with one click on the overview page. Deleted tasks will be moved to the recycle bin and will be permanently deleted after 15 days.
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Task Details

Click the task list on the left to view the details of a specific task.

Basic information

Task basic information: creator, creation time, run frequency, most recent run time, most recent modification time.
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The top section supports the following operations:

  • Permission assignment: assign permissions for visual modeling tasks;
  • Edit: edit and modify dataset configuration.

Processing flow

Processing flow preview supports zooming and dragging for viewing; other operations are not currently supported.
Output list displays the table names corresponding to output nodes and the most recent run information.
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Data preview

  • Supports selecting input/output tables.
  • Supports two preview modes: table structure and detailed data.

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Run records

Allows viewing and quickly modifying run configuration.
Run records list

  • Search: supports searching output tables.
  • Filter: supports filtering by run status.
  • List operations: all statuses support "rerun"; running status supports "terminate".
  • Batch run: select output data and business date, then submit for batch run.

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Lineage view

Quickly view how the visual modeling task is referenced and used in analysis, making it easier to manage upstream and downstream resources.
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  • Click upstream or downstream resources to view details.
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  • Supports two viewing modes: graph and table.

Single Task Management

In the task list, users can manage individual visual modeling tasks. Operations include renaming, moving, copying, granting permissions, transferring ownership, and deleting.

  • Rename: Modify the task name. Applicable to scenarios where the task name is unclear, the business meaning changes, or naming conventions need to be standardized.
  • Move: Move the task to another folder or group. Applicable to scenarios where tasks are organized by business line, project, or department.
  • Copy: Generate a new task copy based on the current task. Applicable to scenarios where similar tasks are created or the original task configuration is retained for further adjustment.
  • Authorize: Set task permissions for other users. Applicable to scenarios where multiple users collaborate to view, edit, or run tasks.
  • Transfer ownership: Change the task owner to another user. Applicable to scenarios where the task owner changes or tasks are handed over.
  • Delete: Delete tasks that are no longer needed. Before deleting, confirm that the task is no longer in use to avoid accidental deletion affecting subsequent work.

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More Actions

Task operation and maintenance

Users can click "Task O&M" to view task status through the instance overview dashboard, gain a comprehensive understanding of tasks, and quickly locate tasks that require troubleshooting.
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Click the sections for successful runs, failed runs, and so on to jump to instance management and view specific records.
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Click instance management to locate run records using the search bar, and perform actions such as rerunning, viewing logs, or viewing run views for single or batch tasks.
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Templates

The system provides modeling task templates for user reference. Users can click the lower left corner of the page to view and apply templates.
For more information about templates, refer to Customer Churn Prediction for Commercial Banks, ⁣Statistical Analysis of Key Automotive User Behaviors, and Prediction of Automotive User Intent Tags.
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The template page supports searching by industry, operators used, and keywords.
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Click to enter the template details page, where users can view the template scenario description and apply the current template.
The data source used for template tasks is a demonstration table. Users need to modify and adjust the input table according to the actual analysis scenario.
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Recycle bin

Click the Recycle Bin to view visual modeling tasks that have been deleted but are still within the 15-day validity period.
To permanently delete or restore, click the operation button on the right side of the central section of the page. Batch deletion and restoration are supported.
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Task re-editing

For tasks that have already been created, users with permission to edit visual modeling tasks can re-edit and perform other operations. On the task details page, users can quickly view model and output information, preview data, view and synchronize run records, and click the edit button to edit.
First, click the corresponding task, then click Edit in the upper right corner to enter the visual modeling interface. You can edit tasks that are temporarily saved and not yet run, as well as tasks that have already been run.
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Next, in the visual modeling interface, you can edit the model, output, run frequency, and other settings. For specific configuration methods, refer to Create Offline Tasks.
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Last updated: 2026.07.06 14:43:25