The Home page is the default opening dialog for Ideate Automation and also where active and previously completed task information can be reviewed. 

Home Topics in this Section

Ideate Automation task list

Task Tools

On the Home dialog you can find three task-related tools above the Task List: NewRepeatClone as shown above. Additionally, there is a Copy Command function that is available via a right-click menu when a completed task is selected from the Task List. See below for important details related to each of these functions.


Use the New button to initiate a new automation task. This will open the Create dialog and clear any in-progress state within the Create wizard. A new task can be created while an existing task is still running. 

repeat Repeat

Once a task has been created it will display within the Task List. Select one of the completed tasks from the Task List to enable the Repeat button, then either pick the button or right-click and select Repeat. The previous task and all of its predefined variables will be re-used and the new task instance will immediately be added to the Task List.


Similar to Repeat, the Clone button will recreate a previous task but allows users to edit the variable choices before the task runs. You can also find the Clone Task option on the right-click menu when a task is selected within the Task List.

Copy Command

The Copy Command option is only available from the right-click menu when you select a completed task from the Task List. This option is used to capture the script (task + variables). This data is needed in order to create a scheduled task.

Copy the script command

Open Log Location

When a completed task is selected from the Task List the Open Log Location button will become enabled and can be used to access a log file associated with the last task created with that same name. The log files may be requested by the technical support team to diagnose any problems you may be having with Ideate Automation.

In the example below, when the first task is selected and then the Open Log Location button is used, a folder at this (default) location will be opened: C:\ProgramData\Ideate\Ideate Automation\Previous Results\Open File Test - 2022 Samples - 2022 Energy Center.rvt. The name of the task controls the name of this folder. The next two tasks have the same name and therefore the second instance of the task log associated with “IBL-Export-PDF-Default” will overwrite the first instance. The last task run will also have a log saved at this default location: C:\ProgramData\Ideate\Ideate Automation\Last Task Result

The default location of the task logs can be modified under Settings

Ideate Automation task list

Task List

The task list is located at the bottom of the Home page and will display any tasks that have been started from within the Ideate Automation application while it remains open. As each task is completed the Start Time and Duration of the task will be listed, along with the Status and Date fields. The status options are either Completed, Running, or Failed. The list will be cleared when the application is closed.


NOTE: Tasks that are scheduled via the Windows Task Scheduler will not be listed here.

Submit feature or issue request for Ideate Software

Thank you for taking time to inform us about a bug or feature request.

By entering your data above and clicking ‘SUBMIT’ you are consenting to the collection and use of that data to respond to your comments and inquires, as described in our Privacy Policy. We may also transfer the data you submit in the ‘Email Us’ form to our VAR partners for the limited purpose of a sales follow-up. Please review our Privacy Policy for more details on how and when we collect data and what we use it for.