Most organization tasks are available via the Task menu in the menubar, via the Task Actions menu in the Tasks table header (i.e. the "circle with three lines" icon to the left of "Tasks"), or by right-clicking on a task or task group in CCC's sidebar.
Adding a task
Tasks can be added in several different ways. To create a new task with default settings, choose New Task from Task Actions menu in the Tasks table header, or choose New Task from CCC's Task menu, or click the New Task button in CCC's toolbar. You can also duplicate an existing task: select the task in the task list, then choose Duplicate from CCC's Task menu, or right-click on the task and choose the option to duplicate it.
If you exported tasks from CCC previously (on your current Mac or on another Mac), double-click the task configuration file to import the task(s) into CCC.
Removing a task
To remove a task, select the task in CCC's sidebar and then choose Delete Task from the Task Actions menu in the Tasks table header, or choose Delete Task... from CCC's Task menu, or right-click on the task and choose the option to delete the task. Deleting a task only removes the task configuration from CCC's database, it has no effect on any data that the task backed up to a destination volume.
Tasks are sorted alphabetically in ascending order by default. To change the sort order or criteria, click on the Task Actions menu in the header of the Tasks table. Tasks can be sorted by name, last run time, next run time, last run status, or manually in the order that you define. When defining a manual sort order, simply drag and drop tasks to adjust their order. Note that disabled tasks are always placed last in a list, prior to applying other sort criteria.
Choose Add Task Group from the Task Actions menu in the top-left corner of CCC's sidebar to create a new task group. Add tasks to the group by dragging a task into the group. If you would like to add a task to multiple groups, hold down the Option key while dragging the task from one group to another. Task groups cannot be modified while the Task Group is running.
In their most basic form, task groups serve to organize your tasks. Each task in the group can be scheduled and configured independently of the other tasks. Task groups can also be used to run the tasks as a collection. You can run all of the tasks within a group by selecting the Task Group and clicking the Start button at the bottom of the window. CCC will run the tasks sequentially in the order defined in the Upcoming Group and Task Events table.
The order in which tasks will be run within a group is defined in the Upcoming Group & Task Events table. Select the Task Group in the sidebar, then click the Upcoming Group & Task Events button at the bottom of the window to reveal the task run order. Drag tasks within that table to set the run order.
Note that this order may differ from the order of the tasks in the Tasks sidebar — task sort order in the sidebar is defined by the sort criteria selection in the "task actions" menu in the top-left corner of the sidebar. There is one exception to that. When the sort criteria for the tasks sidebar is set to "Manually," tasks listed within a group in the Tasks table in the sidebar will be sorted based on the order in which they are set to run (again, based on the order set in the Upcoming Group & Task Events table).
Scheduling task groups
Task groups can be scheduled in the same manner as individual tasks; simply click on the Automation selector, choose a scheduling basis, then define when the group should run. Tasks will be run sequentially within the group. If a task has its own schedule configuration, that task will also run independently of the task group. If the task is already running when the task group wants to start it, the task group will move on to the next task in the group. If a task is already running via the task group when its own scheduled run time arrives, the task will continue to run, and will not be run an additional time. Individual task runtime conditions will be taken into account when running the task via the task group. For example, if a task is configured to not run on weekends, that task won't run via the group if the task group runs on the weekend. The only exception to this is when you choose to run a task group manually. In that case, runtime conditions are overridden.
When a task group runs, every non-disabled task will be executed regardless of the success/failure of previous tasks in the group. The only exception is when a task is stopped. If you stop a task that was started via a task group, no more tasks in the group will be executed via the task group.
Exporting tasks and groups
Tasks can be exported individually by right-clicking the task in the Tasks table, then choose the option to export the task. You may also export all of the tasks within a task group by right-clicking the task group and choosing the option to export the group, or by choosing Export Task Group... from CCC's Task menu. If you would like to export all of your tasks, choose Export All Tasks... from CCC's Task menu.