How to Create FileBrowser Professional Custom Tasks

Speed up your workflows with Custom Tasks. Set up simple and multi-step operations to automate your files and folders. Try a multi-location backup for critical documents or monitor a specific folder for PDFs that include the word "invoice" in the filename, then copy the new documents to your iPad every hour.

FileBrowser Professional Custom Tasks glossary

Custom Tasks are multi-step processes. Build your task by adding steps then schedule the task to run at intervals, or manually start them from any folder.

Use files from...

All Custom Tasks begin with the "Use files from.." step.

  • Use files from...
      • A preset folder - Choose files from any local or remote folder.
      • Selection when task is run - select files or folders in any folder and manually select the task to use them.
      • The current folder - works on files in the folder where you start the task. Tap + in a file list and choose Run Task.

Add New Step

This is where you can begin crafting your own Custom Tasks. They can be as simple or as complex as you like. Simply click "Add New Step" and select one of the steps listed below:

  • Including files/folders...

    Choose whether to include:

    • all files and folders
    • files only
    • folders only
    • files in subfolders. This option expands subfolders to show you the files inside.

  • Including files modified...
    • Choose a date or a date range:
      • Before... Choose a date
      • After... Choose a date
      • Between... Choose start and end dates
      • within last 24 hours
      • within last 7 days
      • within last 30 days

      To make a custom range, include a Before and After filter step next to each other.

  • Including file sizes...
    • Filter the files by file size.
    • Choose either "Larger than" or "Smaller than"
    • Enter a file size
    • Choose unit size, Bytes, KBytes, MBytes, GBytes
  • With names matching text...
    • Enter the text you want to match file or folder names
    • Choose either:
      • at the start
      • at the end
      • anywhere
      • NOT matching
    • Turn case sensitivity "On" or "Off"
  • Filtering files of type...
    • Choose either "Including" or "Excluding"
    • Choose Type:
      • Documents - docx, pptx, pages, numbers etc
      • Images - jpg, pngs, nef etc
      • Videos - mov, m4v, mkv etc
      • Music - mp3, ogg, flac etc
      • Archives - zip, rar
      • Other - all other types
  • Create folder in...
    • Create folder in the current folder or a subfolder you have created in a previous step.
    • Choose either:
      • With name... Enter a value in the next field. This is the default option
      • With date... Use the current date. Select the format to use from available options.
      • Name from selected item... Use the name of a selected file or folder to create a new folder.
        Add a "Use files from" selection step after this step to use this option.
    • The new folder will be indicated by this icon in the preview.
      create custom tasks on iPad / iPhone
  • Move to...
    • Choose which folder to move your files to
    • Choose which Overwrite rule to apply:
      • overwrite if necessary. Files from the source may overwrite ones in destination folders. This is the default option
      • never overwrite. Don't move files that are already present, even if they are different.
      • only overwrite. Only move files that are already present.
      • only overwrite with newer. Move all files including ones that are newer than existing files.
      • ignore source folders. Move files including ones that are newer than existing files, but merge all files into the same folder.
    • Any files or folders that will be moved will be indicated by this icon in the preview. move files with custom tasks on your ipad
    Be careful when using the move function.
    This action won't work on files in the Photo Library.
  • Rename...
      • Search and replace text. Enter the text to search for and then the text to replace it with. This is the default option
      • Append text. Enter the text to add to the end of all filenames.
      • Prepend text. Enter the text to add to the start of all filenames.
      • Format. Create a custom format using a combination of filenames, counters and dates.
    • Any files or folders that will be renamed will be indicated by this icon in the preview. rename files and folders with custom tasks on your ipad
    If you add a second rename step, the task will combine the results of the two rename steps.
    This action won't work on files in the Photo Library.
  • Copy to...
    • Choose which folder to copy your files to
    • Choose which Overwrite rule to apply:
      • overwrite if necessary. Files from the source may overwrite ones in destination folders. This is the default option
      • never overwrite. Don't copy files that are already present, even if they are different.
      • only overwrite. Only copy files that are already present.
      • only overwrite with newer. Copy all files including ones that are newer than existing files.
      • ignore source folders. Copy files including ones that are newer than existing files, but merge all files into the same folder.
    • Any files or folders that will be copied will be indicated by this icon in the preview. copy files or folders with custom tasks on ipad
  • Delete
    • Any files or folders that will be deleted will be indicated by this icon in the preview. delete files or folders with custom tasks on ipad
    • There won't be a confirmation popup for deletions and whole folders can be deleted easily.
      This action won't work on files in the Photo Library.

Each step has its controls (A) the files and folders affected (B) the current path (C) and the number of files or folder affected (D).

create file based tasks with our custom task builder on iPad

Run or Schedule your Tasks

You can either just run your Custom Task or you can schedule how often you would like it to run.

  • Tap Manual to schedule how often you would like to run this Custom Task or just tap Start Task to run it.

Still not sure how to use FileBrowser Professional's Custom Tasks?

To help you create a FileBrowser Professional Custom Task, we've broken down the process in a series of step by step tutorials. We recommend viewing them.

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Backup Photos from USB to 2 sources
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Download PDFs from the last 7 days
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Monitor a folder for a keyword and download them hourly
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Create nested folders and move documents into the specific folders
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