Collaboration

Use Octoparse team workflows to share tasks, standardize extraction work, and manage data collection across users.

Collaboration features help teams build, run, review, and maintain extraction tasks together. They are useful when multiple people need access to tasks, exported data, or recurring workflows.

Use collaboration workflows when data collection is part of a shared business process rather than an individual one-off task.

What teams collaborate on

Teams commonly collaborate on:

• Task building and review
• Template or workflow reuse
• Cloud runs and schedules
• Export destinations
• Data quality checks
• Troubleshooting failed runs
• Documentation for task ownership and maintenance

Typical team workflow

1. Create the task

   A builder creates the workflow, selects fields, and configures run settings.

2. Review sample output

   A reviewer checks whether the fields, records, and export format meet the team’s needs.

3. Set ownership

   Assign responsibility for monitoring, updating, and troubleshooting the task.

4. Automate runs or exports

   Configure schedules and destinations if the workflow needs recurring delivery.

5. Monitor and improve

   Use logs, run history, and output checks to keep the task reliable over time.

Best practices

Practice	Why it helps
Use clear task names	Makes tasks easier to find and maintain
Document target websites	Helps others understand what the task collects
Keep field names consistent	Reduces downstream mapping issues
Review changes before scheduled runs	Prevents broken workflows from running automatically
Separate raw data from analysis	Keeps exports predictable
Assign task owners	Avoids unclear responsibility when failures happen

Collaboration roles

A team workflow may involve:

• A task builder who configures extraction logic
• A reviewer who validates output quality
• An operator who monitors schedules and runs
• A data owner who manages downstream use
• An admin who manages account, access, and billing settings

The exact collaboration and permission options depend on your Octoparse plan and account setup.