Data Management Tasks

What are Data Management Tasks?

Data Management Tasks allow you to create custom data processing jobs that connect directly to Snowflake. These tasks execute pre-built queries and transformations to generate the data tables that power your dashboards, reports, and analytics.

Each task links a user-friendly name and description to a specific Snowflake procedure, making it easy to track which data processes are running and which pages depend on them.

How to Access Data Management Tasks

1 Log in to your Milemarker account
2 In the left sidebar, find the Data Management section
3 Click on Tasks to view your task list

Data Management menu showing Tasks option

Tasks is found under the Data Management section

Viewing Your Tasks

The Tasks list shows all your configured data management tasks. From here you can search for specific tasks, create new ones, or manage existing tasks.

+ New Task

Create a new data management task

Search

Find tasks by name or description

Task List

View and manage all existing tasks

Creating a New Task

Click the + New Task button to create a new data management task. You'll need to fill in the following required fields:

Required Fields

Task Name *

A clear, descriptive name for your task that identifies what it does.

Examples: "Daily AUM Calculation", "Client Age Group Report", "Advisor Performance Summary"

Description *

A detailed explanation of what this task does and why it's needed.

Tip: Include information about data sources, frequency of use, and any important notes for your team.

Task Label *

A short label or tag that helps categorize and identify the task quickly.

Examples: "AUM", "Performance", "Client Data", "Revenue"

Pages Using Data *

List the dashboards, reports, or pages that depend on the data this task generates.

Purpose: This helps track dependencies so you know which reports may be affected if a task changes or fails.

Snowflake Task *

Select the Snowflake procedure that this task will execute.

Click Refresh Snowflake List to load the latest available tasks from your Snowflake environment.

Selecting a Snowflake Task

The Snowflake Task dropdown shows all available data procedures from your Snowflake environment. These are pre-built queries that create or update specific data tables.

Snowflake Task dropdown with available options

Example Snowflake Tasks

Your available tasks will vary based on your configuration, but common examples include:

CREATE_AUM_PER_HOUSEHOLD

CREATE_AUM_BY_ADVISOR_DEMO

CREATE_AUM_BY_AGE_GROUP

CREATE_AUM_BY_ASSET_TYPE_TABLE

CREATE_AUM_BY_BRANCH_DEMO_TABLE

CREATE_ASSET_VALUE_BREAKDOWN_LATEST

Refresh Snowflake List: If you don't see the task you need, click the Refresh Snowflake List button to reload the latest available procedures from Snowflake.

Saving Your Task

Once you've filled in all the required fields, you have three options:

Create

Save the task and return to the task list

Create & create another

Save the task and immediately start creating a new one

Cancel

Discard changes and return to the task list

Best Practices

Use Descriptive Names

Name tasks clearly so anyone on your team can understand what they do at a glance.

Document Dependencies

Always fill in the "Pages Using Data" field to track which reports depend on each task.

Keep Labels Consistent

Use a consistent labeling scheme (e.g., "AUM", "Performance", "Client") to group related tasks.

Write Detailed Descriptions

Include data sources, expected output, and any special considerations in the description.

Common Use Cases

AUM Aggregation

Create tables that aggregate AUM by household, advisor, branch, or asset type for reporting.

Performance Calculations

Generate performance metrics and benchmarks for client portfolios and advisor books.

Client Demographics

Build data tables for client age groups, tenure, geographic distribution, and more.

Asset Breakdowns

Create asset allocation and value breakdown reports by various dimensions.