Working with Tasks - ExpertEngine

What are Tasks?

Tasks are saved SQL queries or Python scripts that you can run on demand or schedule. Use them to:

Save queries you run frequently
Transform data before analysis
Create reusable building blocks for pipelines

Creating a Task

Go to Tasks

Click Tasks in the sidebar, then click + New Task

Choose Task Type

Select SQL or Python depending on your needs

Select a Connector

Choose which database to run the query against

Write Your Query

Enter your SQL query or Python code in the editor

Test It

Click Run to preview the results

Save

Give your task a name and description, then click Save

SQL Tasks

SQL tasks run queries against your connected databases.

Example: Monthly Sales Summary

SELECT
    DATE_TRUNC('month', order_date) AS month,
    SUM(total_amount) AS revenue,
    COUNT(*) AS order_count
FROM orders
WHERE order_date >= DATE_TRUNC('year', CURRENT_DATE)
GROUP BY 1
ORDER BY 1;

Using Parameters

Make your tasks dynamic with parameters:

SELECT * FROM orders
WHERE order_date >= :start_date
  AND order_date <= :end_date
  AND region = :region

When running the task, you’ll be prompted to enter values for start_date, end_date, and region.

Python Tasks

Python tasks let you run Python scripts for advanced transformations.

Example: Data Cleaning

import pandas as pd

# Input data comes from the previous step
df = input_data

# Clean and transform
df['email'] = df['email'].str.lower().str.strip()
df['created_at'] = pd.to_datetime(df['created_at'])
df = df.dropna(subset=['email'])

# Output for next step
output_data = df

Running Tasks

Run Manually

Open the task
Enter any required parameters
Click Run
View results in the preview pane

Run via Pipeline

Tasks can be chained together in pipelines for automated execution.

Task Status

Status	Meaning
🟢 Success	Task completed without errors
🔴 Failed	Task encountered an error
🟡 Running	Task is currently executing
⚪ Pending	Task is queued to run

Best Practices

Use Descriptive Names

“monthly_revenue_by_region” not “query_1”

Add Comments

Explain what the query does and why

Test Before Saving

Always run and verify results first

Use Parameters

Make tasks flexible and reusable

​What are Tasks?

​Creating a Task

​SQL Tasks

​Example: Monthly Sales Summary

​Using Parameters

​Python Tasks

​Example: Data Cleaning

​Running Tasks

​Run Manually

​Run via Pipeline

​Task Status

​Best Practices