Overview
Name the automation after the work it performs. A useful pattern is design phase, view type, task, and an optional project number. For example: “Technical design — floor plan — external dimensions (sample project)”. Include the relevant scope and assumptions in the description so the next run starts with the right context.In Ideatura
- Choose a stable task name and optional project qualifier.
- Save it in the appropriate workspace or project location.
- Keep experimental and checked versions distinguishable.
- Search for the name and confirm you can reopen and run it.