Tasks
A task is a workflow that runs one time. It uses the same builder (tools, rules, exit, broker, messages), but instead of running forever, it runs when:
- one of its set times comes up, each time runs once, or
- an alert goes off, it runs once on the first match.
When a task has used up its runs, it moves to Previous (done). Runs that are still ahead sit under Up next.
Workflow vs task
| Workflow | Task | |
|---|---|---|
| Runs again? | Yes, on every schedule or alert | No, each time runs once |
| Shows under | Workflows | Up next, then Previous |
| Can be shared | Yes | No, it is just yours |
| Has a performance page | Yes | No, it is a one off |
| Daily trade limit | Yes | Not needed |
Everything else is the same. Think of a task as *"do this once (or a few set times), then stop."*
A task waits for its trade to finish
"Runs once" means it arms once — not that it stops caring the moment it fires.
If a task opens a trade that takes profit in stages, the trade is not over when the entry fills: there are still targets to hit and a stop to watch. So the task stays Up next until that position actually closes, however long it takes. A trade held over several days keeps its task open for several days.
Once nothing is left open, the task moves to Previous on its own. There is no time limit on this, deliberately — a task going Previous while its position was still live would mean nothing was minding the exit.
Make and manage tasks in the Tasks tab.