Organization Task Options

Open versions, export, discard drafts, and update tasks to Orchestrator

Organization tasks support versioning and draft management. The options menu provides actions specific to tasks synced from Bot Management Console.

Bot Studio organization task options menu showing Open Specific Version, Copy, Export, Discard Draft, and Update To Orchestrator

Organization Task Actions

ActionDescription
Open Specific VersionOpen a particular published version of the task in the editor
Copy Specific VersionCreate a copy of a specific version as a new local or draft task
Export Specific VersionDownload a specific version to a file
Discard DraftRemove unsaved draft changes and revert to the base version
Update To OrchestratorPublish draft changes as a new version to Orchestrator

Versioning Workflow

  1. Open an organization task — Studio loads the latest version or your draft
  2. Edit the flow and Save — changes are stored as a draft
  3. Update To Orchestrator — publish the draft as a new version
  4. Discard Draft — abandon changes if you want to revert

Draft tooltips (e.g. Base version of the Draft :02) indicate which published version your draft is based on.

Environment Selection

Use the environment dropdown (e.g. RAPDev) to filter tasks for a specific Orchestrator environment. The Switch to Local toggle returns to locally stored tasks.

Next Steps