Tasks
A task runs one or more agents with a specific prompt — once, on a schedule, or in response to an event. Unlike chat (interactive) and workflows (multi-step orchestration), a task is a single unit of agent work you can fire and forget.
In the app, tasks live under the Automation section — open Automation in the sidebar and switch to the Schedules tab.
What tasks are good for
- Daily / weekly reports — agent generates a digest on a schedule.
- Inbound triage — agent reacts to a webhook (JIRA ticket, Trello card, email).
- Bulk operations — one-time runs over a batch of inputs.
- Long-running operations that don’t need user interaction.
Sections
| Section | What’s in it |
|---|---|
| Overview | The task list view, filtering, search. |
| One-time tasks | Manual / on-demand execution. |
| Recurring tasks | Daily / weekly / monthly / custom cron. |
| Priorities & status | Critical → low priority levels; pending → active → completed → failed statuses. |
| Execution & monitoring | Trigger runs, watch progress in real time. |
| History & logs | Past executions, success/failure patterns. |
| External triggers | Trello, JIRA, webhooks. |
Creating a task
Open Tasks → New task. The creation form asks for:
- Title and description — what the task does.
- AI employees — one or more agents to run the task.
- AI prompt — the instructions for this run. Click Generate AI Prompt to draft it from the title + description.
- Execution type — immediate, scheduled, or recurring (see Recurring tasks).
- Priority — Critical / High / Medium / Low.
See One-time tasks and Recurring tasks for the field-level walkthroughs.
Best practices
- Use clear, action-verb titles. “Generate Weekly Sales Report” beats “Sales”.
- Detail in the description. The richer the description, the better the AI-generated prompt.
- Set realistic priority. Critical should be rare — overuse erodes the meaning.
- Schedule heavy tasks off-peak. Especially recurring ones.
- Monitor recurring tasks for the first few runs. Adjust the prompt based on actual output.
Troubleshooting
- Task won’t execute — see Task failed.
- Missing tasks — clear filters; check search; confirm correct workspace.